The general settings are used for ALL conversions and apply to ALL users.
Field Mapping
The field mapping option allows ACT! fields to be matched to their Outlook equivalent. A preliminary set of default matches is provided with the software. However, You can either match other ACT! fields to their "standard" Outlook fields or you can create your own Outlook custom field (please refer to the section on Adding Outlook Custom Fields for more information on this feature).
| To map an Outlook field to an ACT! field
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| 1. Select the ACT! field you want to map to.
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| 2. Select the corresponding Outlook Field
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| 3. Bring over the match.
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Conversion Options
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| Duplicate Found Actions
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| Clear Duplicate Before Update. When this flag is set, all the data in the contact is cleared before adding the information to the Outlook Contact.
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| Force Overwrite of Contacts. When set, all the contacts are forcefully overwritten without regard to update dates of the contacts in ACT!.
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| ACT! Groups->Categories Conversion
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| Convert Groups into Outlook Categories. When enabled, ACT! Groups are consequently converted into Outlook Categories.
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| Addressing Options
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| · | Merge Address 1, 2, and 3 into one string. When enabled (default), this option takes the standard address fields in ACT and merges them into one single string with the fields separated by returns. This makes the addresses "Outlook friendly". The address fields converted are Address 1,2, and 3 and Home address 1 and 2. Note: you must not map Address 2 and Address 3 in order for this option to work. Make sure that you have Address 1 enabled. If Address 2 and 3 are mapped, the address field will be overwritten
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| · | Add phone number extension to Phone number. When set, this option adds the phone number extension to the end of the phone number. For example, Outlook only provides 1 field to add a phone number to. Hence, this feature will take the standard phone fields with extensions and put merge them to make one field in Outlook.
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| · | Remove Phone # Country Code. When this option is set, ACT-To-Outlook Convert professional will remove the country code specified in CC form the phone number. The reason this option is available is because ACT! provides the phone number in the format of +1 (408) 555-1212 where +1 is the country code, (408) is the area code, and 555-1212 is the phone number. Some installations of Outlook will accept this phone number. However, others will not. Hence, you can specify ACT-To-Outlook Professional - Multi-User Server Edition to remove a specified country code.
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| · | Add Phone Number Separator. Some ACT! configurations provide the phone number as a string of 7 digits i.e. 1234567 and Outlook will import those phone numbers and not add the customary hyphen to the phone number. By setting this option, you can force the phone number to have a separating hyphen on the last 4 digits before they are imported i.e. The number would look like 123-4567 therefore making it more legible.
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| · | Use Company Name when Name does not exist. Outlook requires a contact name in order for the links to function properly. This option instructs ACT-To-Outlook Professional - Multi-User Server Edition to replace the company name in the name field of FileAs so that the contact get's saved properly and links to the contact work well. If this option is not set, the user will be queried for every instance of this problem.
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| · | File Contact As: This is the string that will be used to file the contact as in Outlook.
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History/Notes Options
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| When Convert History/Notes is enabled, the items enabled on the Notes/History To Convert are concatenated and inserted into the contact body text as listed below.
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| Notes/History Options
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| Max Number of History/Notes. This is the maximum number of ACT! history/notes to be brought over. Default is 100.
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| Add Notes Owner. When enabled, the Notes/History record manager's name is entered at the end of the date the history was entered into ACT!.
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Outlook Forms
| Outlook provides the capability to assign a form to a specific contact, calendar and task entry. If you are using a form that is specific to your application, enter it here.
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