08-13-2010 05:42 PM
does anyone know how to import "categories" from Outlook to the ACT ID/Status field?
08-16-2010 08:06 AM
Hello Tgatti,
Welcome to the Act! Online Community!
Unfortunately I'm not aware of a simple way of exporting the list of categories from Outlook (perhaps someone else in the community is aware of a method). The only way I'm aware of is to export your Outlook contacts to an Excel file and then remove the 'other' fields, leaving only 'categories'. Of course the export will only include categories that are currently in use.
You can then import that list into the 'Contacts ID/Status' drop down list. For detailed information on importing a list into a drop-down field, visit this article: KB Article 15338.
11-27-2012 09:14 AM
Greetings, ACT! community. I hope everyone had a good holiday.
I see the forum items on this topic are three years old. With ACT! 2012, is there any way to use custom mapping or something, to import the "Categories" field of my Outlook contacts to ACT? I have already imported my 1250 contacts from Outlook to ACT!, but am not about to try manually entering 1250 "categories" into ACT! somehow.
Thanks,
Patrick
11-28-2012 06:49 AM