09-26-2016 08:17 AM
I just installed ACT 17 Pro and am using Outlook 2010.
After synchronizing contacts, all fields mapped properly except categories.
Does anyone know how to accomplish this?
09-26-2016 08:33 AM
09-26-2016 09:07 AM
09-26-2016 10:37 AM
Nothing in The ACT! program directly corresponds to Outlook categories so there isn't any way to sync the information.
09-26-2016 11:46 AM
I actually found a relatively easy work-around. I don't use the department field, so I put my categories into it. I could do them quickly by the following:
Update the company address or phone number for multiple contacts - Outlook
Make sure that at least one contact is updated with the new business address.
In Contacts, on the Home tab, in the Current View group, click List.
Note: To see all views in the Current View gallery, click .
If Business Address doesn’t appear in the header row, do the following:
Right-click the header row, and then click Field Chooser.
In the Field Chooser dialog box, click Frequently-used fields.
Click and drag Business Address to the contact header row.
Right-click the Business Address header, and then click Group by this field.
Note: Contacts can be grouped by multiple fields in a hierarchy view. If contacts are already grouped in the list view, you can click and drag the group by boxes to re-arrange the grouping order. Or, to remove a group, click and drag the group below the header row and then release the mouse button when an X appears.
Under the heading for the old business address, click a contact that you want to change. To select multiple contacts, press and hold CTRL as you click contacts. To select a range of contacts, press CTRL and SHIFT, then click the top and bottom contact. All contacts between the first and second entry are selected.
Drag the selection to the Business Address group that matches the new address — the contact you changed or verified in step 1.
09-27-2016 12:53 AM