Sync Sage ACT! Calendar Data to Outlook #SageACT

by bwhalen_sage on ‎12-03-2010 09:55 AM (3,425 Views)

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If you’re like many Sage ACT! users, you have appointments in Microsoft Outlook and in Sage ACT!. In the past, getting these appointments to show up in one place was a bit tricky, but in Sage ACT! 2011 you can synchronize calendar and/or contact data between these two applications.

 

After sync is configured, appointments, activities, and tasks appear in both Sage ACT! and Microsoft Outlook calendars. Regardless of where they are added or updated, you will be able to stay on top of all your tasks in either application!

 

To Synchronize Calendar Data Between Sage ACT! and Microsoft Outlook:

 

1.  Open Sage ACT!

 

2.  From the Tools menu, click Preferences.

 

         a. Click the E-mail and Outlook Sync tab.

 

         b. Click Outlook Synchronization Preferences.

 

 

3.  In the Database grid, under “Select an ACT! database to synchronize with Outlook” the name of your database is listed. To select a different Sage ACT! Premium database to use as your Outlook address book, click Change.

 

         a. In the Change Sage ACT! Database field, type the full path and Sage ACT! Premium database name. Or, click Browse to locate and select the database.

 

         b. In the User name field, type your user name for the selected database.

 

         c. In the Password field, type the password for the user name.

 

         d. Click OK.

 

 

4.  On the Synchronize Calendar tab, select the Enable Calendar Synchronization with Outlook check box.

 

 

5.  If the same activity has been updated in both Sage ACT! Premium and Outlook, select which change should be saved.

 

         - Select Keep the ACT! activity if you want to save the changes made in Sage ACT! Premium when there is a conflict.

         - Select Keep the Outlook activity if you want to save the changes made in Outlook when there is a conflict.

 

6.  If an activity is cleared in Sage ACT! Premium, select what should happen to the activity in Outlook.

 

         - Select Leave the activity on the Outlook calendar if you want the activity to remain on your Outlook calendar.

         - Select Delete the activity from the calendar if you also want the activity removed from your Outlook calendar.

 

 

7.  Click OK.

 

 

8.  To synchronize activities or contacts between Sage ACT! Premium and Outlook immediately, click Yes.

 

To Manually Synchronize your calendar activities

 

1.  Do one of the following:

 

         - From the Schedule menu, click Synchronize Calendar with Outlook.

         - From the Tools menu, point to Synchronize with Outlook. Click Synchronize Calendar with Outlook.

 

 

Right-click the ACT! Sync Service for synchronizing ACT! data with Outlook icon in your system tray and click Synchronize Activities.

Comments
by on ‎12-03-2010 10:47 AM

There are a couple of issues I thought I'd mention:

 

1. Make sure you have SP1 - there was an issue with timeless activities moving a day fwd in ACT! with each sync in the Gold build (fixed in HF1 and broken again in HF2)... seems ok again in SP1

 

2. Because it doesn't bring the phone country code, if using Outlook (or a sync'd device) to dial, it won't work to dial international numbers of if your travelling internationally. This issue also in AML

 

3. Make sure you have good backups.... I've had it (not yet in SP1) both duplicate data and a couple of times remove ALL activities from ACT!

 

Four requests:

1. Field mapping and link specific activity types (link Meetings to meetings and To-Dos to Tasks)

2. Option to have a 1-way sync (ACT! to Outlook) only

3. Option to re-send all data from ACT! to Outlook - wiping info in Outlook. To be used when recovering from a problem

4. Option to put contacts in a specific Outlook contact folder and to read from multiple

 

Regards,
Mike Lazarus
ACT! Evangelist
GL Computing, Australia
http://Blog.GLComputing.com.au
http://twitter.com/GLComputing

Join the LinkedIN ACT! Fanatics Group - http://www.linkedin.com/groups?gid=49896

by on ‎12-03-2010 12:26 PM

Sorry ... re 1 above... Activities that are BOTH Timeless and Recurring still move 1 day forward with every sync in SP1

 

Regards,
Mike Lazarus
ACT! Evangelist
GL Computing, Australia
http://Blog.GLComputing.com.au
http://twitter.com/GLComputing

Join the LinkedIN ACT! Fanatics Group - http://www.linkedin.com/groups?gid=49896

by on ‎12-04-2010 08:40 AM
Moved to Sage ACT! discussion board for greater exposure
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