05-03-2012 07:45 PM - last edited on 05-04-2012 05:40 AM by gmartin
I accept meetings in Outlook, they get synchronized to Act successfully, but then ANOTHER COPY gets synced BACK to Outlook so there are two, and the new one shows up as being organized by me, not the person who sent the meeting in the first place. So then not only do I have two (sometimes THREE) copies, but all but one don't get updated when an Outlook update comes in. Why can't Act just synchronize one way like CompanionLink does?
And forget it if you want to use a remote database when you travel, like I do. I sync to a remote Act DB on my laptop when I go away, but heaven forbid you sync to Outlook from he remote DB, because EVERYTHING including calendar and contacts will get DUPLICATED because the Outlook synchronizer keeps track of what it has done based on a computer-by-computer basis, not on a database basis. And I just migrated from one computer to a new one, and wouldn't you know it, duplicate city.
Who designs this stuff? Is it really so hard to keep track of what appointments have been synchronized from Outlook and not create duplicates and mess up not only the Act DB but also the Outlook one? I spend more time chasing down duplicates than I do performing the tasks Act is supposed to be enabling to do.
Thank you for letting me vent.
[edit: Subject edited to match issue. Please post courteously.]
05-04-2012 02:17 PM - edited 05-04-2012 02:18 PM
For the first issue you described, do you have the option to create an ACT! activity when an Outlook meeting invite is accepted? If so, you should select the "None" option, as that creates a new activity that ACT! will sync over to Outlook. To get to this setting, go to Tools > Preferences > Email and Outlook Sync tab > Email System Setup > Screen 7 in the setup wizard.
For the second issue, we do not recommend syncing Outlook with ACT! on both a remote and main database when the same user is actively using both. This can cause issues as you are using two different Outlook profiles and two different ACT! calendar sync metadata files which can result in two sets of activity data. Please choose one database to have the Outlook sync on, whichever one you use the most.
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.
05-04-2012 08:13 PM
OK I tried your solution to #1 and we'll see how it goes. (And I saw the thread got renamed )
As for the second issue, so I take a trip for two weeks with my laptop, meeting 100 new people that I put into Act, but I can't sync them to my Outlook and therefore my mobile phone until I get home to my desktop, where the parent database resides.So my fresh new contacts aren't available for e-mail or phone for a couple of weeks because if I sync from the remote database it will crap up my main database with duplicates. I'm sorry, but this sync feature was not designed by anybody who has ever used the software themselves for a business reason. Basic use case fellas: people want to enter people and meetings that come up during road trips and have them in the database and synced immediately, not some week in the future when we have access to a particular piece of hardware to which our metedata is tethered. It's the SAME database syncing with the SAME exchange mail box, for crying out load.
05-26-2012 09:12 AM