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Act 2009 - Synching by "group" and synching contact only (no notes)

New Member
Posts: 1
Country: Canada

Act 2009 - Synching by "group" and synching contact only (no notes)

Hello everyone !

 

I've installed Act 2009 and it runs perfectly. However, I have 2 sync issues to adress

 

1) When I define sync set criterias, it is possible to sync only contacts belonging to a particular group ? In the "set sync criteria" windows, in "type", I only see "contact", not groups. Morever, I made a request (.gry) selecting the right contacts but in the "set sync criteria" windows, I can only select contact query (.cry).  Since the "group" is not set as a field in the "contact" record, how can I sync only contacting belonging to a particular group ?

 

2)  Is it possible to synchronise only contacts, not notes and such. I think this was possible in v6.x and less. However, I dont see the option in v2009.

 

Let me know.

 

Thank you !

 

François

Moderator
Posts: 4,395
Country: USA

Re: Act 2009 - Synching by "group" and synching contact only (no notes)

1.  When defining a sync set, you cannot use both group and contact criteria.  It will have to be one or the other.

 

2.  Unfortunately, you can only limit whole contacts/group/companies.

 

Please submit a feature request to be considered in a future version - http://www.act.com/community/feature/