02-26-2013 11:41 PM
I need to sync ACT and Outlook and the minimum requirement is to:
1. Have all Outlook contacts in ACT
2. Have all Outlook contact notes in ACT on the first sync
For point 2 I recently bought CompanionLink, but I am planning to use ACT for syncing after the Notes have been transferred.
I was wondering what's the best procedure for avoding duplicates:
1. Should I sync with ACT first, so that I can create the database of users and then use CompanionLink, or
2. Use CompanionLink first and then ACT?
I tried both, but it seems to me that duplicates are created in both cases.
02-27-2013 06:51 AM
02-27-2013 06:56 AM
I am not planning any sync with tablets/phones.
With 123, can I then use only ACT after the first transfer has been done?
We want external programs only for transfering Contact Notes from Outlook to ACT on the first sync.
02-27-2013 06:59 AM
02-27-2013 07:05 AM
I was probably unclear, let me reformulate.
Original plan: use only ACT for syncing contacts between Outlook and ACT.
Problem: We already have many contacts in Outlook, and many contacts have Notes associated (in Outlook). ACT embedded sync is very limited, and will not transfer these Notes.
Solution: use a 3rd party app the first time to transfer Notes from Outlook to ACT. Then, use Notes only in ACT and forget about Notes in Outlook. All the other fields will still be synced between Outlook and ACT with the embedded sync service in ACT.
Would 123Sync allow us to perform these tasks?
02-27-2013 07:47 AM
I prefer to avoid the ACT! contact sync if reliability is important ... or if using international phone numbers.
I believe 123 will do it. See:
02-28-2013 12:00 AM
Thanks for the honesty Mike, but unless I'm mistaken ACT promises to "Seamlessly interact with Microsoft® Outlook". If this is untrue than it's false advertising.
02-28-2013 06:48 AM