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Outlook and ACT Sync, both directions?

New Member
Posts: 14
Country: USA

Outlook and ACT Sync, both directions?

I have setup what I thought was the correct way to have them sync, but I must have missed something.

I would like any change in either Outlook or Act to be reflected in the other.

Once setup, do you have to manually select sync, or is there a way for it to sync 1-5x per day or?

 

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Outlook and ACT Sync, both directions?

You can set it up to sync multiple times in in the settings panel.

But I'd be really careful of making changes at both ends... I've seen that cause duplication of records and, in a couple of cases, wiping all the activities from ACT!
New Member
Posts: 14
Country: USA

Re: Outlook and ACT Sync, both directions?

So would you set it up to go from Act to Outlook or the other way around to make sure they match?

Then I assume you would only update the calendar in ACT which would then sync to Outlook?

I'm just looking for an easy, preferably automated setup for my wife who would like to use ACT better.

Thanks

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Outlook and ACT Sync, both directions?

New Member
Posts: 14
Country: USA

Re: Outlook and ACT Sync, both directions?

I guess one issue is her syncing with her iPhone, using Outlook as the link.

I talked to Sage and they have a solution coming in the next month or so, to better deal with the iPhone, so we may just wait and see their solution.

We can use the Companion link, but there seems to be issues with it?

She has waited until now, another month or 2 will be no big deal.

Thx

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Outlook and ACT Sync, both directions?

Their solution for the iPhone is Sage Mobile (been in beta for a couple of years but still broken). See:
http://blog.glcomputing.com.au/2011/01/problems-with-sage-mobile-for-act-new.html

If you want a product that works, get Handheld Contact
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Outlook and ACT Sync, both directions?