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All Notes Do Not Synchronize into Outlook 2007 from ACT! 9.0 Through CompanionLink 3.0

New Member
Posts: 3
Country: United States

All Notes Do Not Synchronize into Outlook 2007 from ACT! 9.0 Through CompanionLink 3.0

Hey guys.

 

I am using ACT! by Sage 2007 (9.0) Version 9.0.1.162 and running Windows Vista on a PC.  I synchronize my PDA to my PC using Microsoft Outlook 2007.

 

I synchronize using CompanionLink Software (version 3.0).

 

When I synchronize my ACT! database to Outlook, only a small portion of the notes synchronize with each contact.

 

Does anyone know what I can change in ACT! to make it synchronize all of my notes to Outlook?

 

Thanks for your help

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: All Notes Do Not Synchronize into Outlook 2007 from ACT! 9.0 Through CompanionLink 3.0

This is something you need to ask Companion Link... it may be a limitation of their software, possibly due to limitations in Outlook to handle the amount of data in ACT!
Copper Contributor
Posts: 78
Country: United States

Re: All Notes Do Not Synchronize into Outlook 2007 from ACT! 9.0 Through CompanionLink 3.0

By default CompanionLink only syncs the 5 most recent notes/histories for each ACT! contact. You can change this setting under the Note Options tab in the CompanionLink configuration wizard.

 

CompanionLink allows you to sync a maximum of 25 notes/histories per contact.

 

Notes and Histories in CompanionLink

New Member
Posts: 3
Country: United States

Re: All Notes Do Not Synchronize into Outlook 2007 from ACT! 9.0 Through CompanionLink 3.0

Thanks very much, Mike.

 

I appreciate your insight.

 

Take great care.

New Member
Posts: 3
Country: United States

Re: All Notes Do Not Synchronize into Outlook 2007 from ACT! 9.0 Through CompanionLink 3.0

Thanks, Clink!