In all filter settings, the "Include Private ACT! Contacts" and "Match ACT! Record Manager Field for Contacts and Activities" is applied.
There are 5 type of filters available:
Convert All
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In Convert All, all the contacts in the ACT! database are converted to the user's Outlook Folder.
The Inclusion of Private Contacts to the matching of the ACT! Record Manager ID to the Contacts still apply. |
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Convert Stored Query
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Convert Stored Query executes the query first and then converts the contacts.
It is recommended that you test the query first before executing the conversion. Also, when the query is setup, click on the view button, and view which contacts have been selected and whether these values match the desired result. |
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Convert Calendar
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In Convert Calendar, only contacts that have a corresponding calendar items i.e. a Meeting, Call or Todo, are converted over to Outlook.
Note: If the contact folder is not set, the calendar items are transferred as independent items and no contact link is established. |
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Convert Group
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Select a group to be converted using the Select Group button and the group is converted. You can choose to convert the subgroups as well.
When To Use: When you only want to convert a group (with/without subgroups). |
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Do Not Convert Contacts
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This option instructs the software Not to perform any conversion activity for this user.
When to User: Use this option if you have multiple users converting contacts to a single contact folder and then converting the activities. If you are sharing a contact folder, make sure the contact folder is set. |
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