12-25-2010 01:58 AM
We just upgraded to ACT! 2011 Premium from ACT! 2010. I was very excited about the new Outlook calendar and contact syncing features in ACT! 2011. I was hoping to be able to ditch CompanionLink to sync my ACT contacts and calendar to my iPhone (via iTunes to Outlook syncing).
Unfortunately, when the ACT! 2011 syncs the calendar to Outlook, there is no reference link to the associated contact, therefore, the my iPhone calendar only shows the activity info, date and time, but I no contact name. Without the contact name, I know that I have an appointment or call to make, but I don't know who with. That makes the ACT! 2011 to Outlook sync feature pretty much useless.
12-25-2010 02:33 AM
12-26-2010 05:34 AM - edited 12-26-2010 05:38 AM
I agree, the new way ACT! syncs its calendar is poorly thought out. The Contact info is shown - it is now under the scheduling tab in Outlook. I have the same issue with my Android phone.
The easiest workaround I have found is to simply copy the Contact name into the Regarding field of your activity. So a "Meeting" now becomes "Meeting with Wiley Coyote". Or stick the Company details in if that makes more sense... "Meeting with Acme Machines".
Not a solution I know but it sure beats outlaying more money for add-ons.
12-27-2010 01:51 AM
12-27-2010 04:11 AM
12-27-2010 04:15 AM
12-27-2010 03:08 PM
"Doing it the way you suggest isn't good for real ACT! users as they don't get the History properly associated with their contacts... especially when done on the phone"
Firstly Mike, what is a "real" ACT! user?
Secondly, why don't they get the History properly associated with their Contact?
And where does he say that doing it on the phone is a priority?
All my suggestion requires is two or three more words of typing. Everything else is as per a normal activity. Even when created in Outlook it still works.
And Mike... this is also the way that Sage suggest you show who the activity is with... \
12-27-2010 03:16 PM
12-27-2010 06:25 PM - edited 12-27-2010 11:20 PM
One should never assume. You know what thay say...
As to your other comments:
How hard is that? And yes... with only TWO extra words of typing.
Whilst it is not perfect, it DOES work. The add-ins you talk about do offer some extra features over the basic structure from Sage however the best answer to a users query is not always to sell them an add-on. Those extra features are not always worth the extra costs. Such questions as "Do you need to incorporate custom phone number fields?" then maybe look at an add-on. "Can you get by with a few extra keystrokes" then that suggests just working differently to me.
Mike, I am a real ACT! user and I also do listen to Sage. I am sure there are a lot more out there like me.
ACT! Certified Consultant
12-27-2010 11:30 PM