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Schedule Activity dialog box option in ACT 2011

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Master Commentator
Posts: 287
Country: USA
Accepted Solution

Schedule Activity dialog box option in ACT 2011

Hello,

 

On the Schedule Activity dialog box, Activity drop-down list is the "Appointment" option, which seems to be new.

 

I didn't see this option on the Schedule menu. Will it be added to the menu?

 

Is it only used to schedule an acitivity that Outlook recognizes? I tried to test this but couldn't figure out how to get Outlook 2010 to work with ACT 2011.

 

Thank you

Tracy


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Solution
Accepted by topic author training2go
‎09-25-2015 03:20 AM
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Schedule Activity dialog box option in ACT 2011

You are correct, the 'Appointments' option is to match the value from Outlook, but you do not have to select it when you want to synchronize an activity between Act! and Outlook.  All Activity types (Call, Meeting, etc) will synchronize. 

Note: It has been reported to Development that this option isn't listed on the main menu for Schedule, but we haven't been informed if/when this Type will be added to the main menu.

 

As for integrating your Act! and Outlook programs, here are articles that explain the steps:

- Integrate Outlook with Act! 2011: KB Article 26832

- Synchronize Contacts: KB Article 26813

- Synchronize Calendars: KB Article 26995

 

 

Greg Martin
Sage

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Solution
Accepted by topic author training2go
‎09-25-2015 03:20 AM
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Schedule Activity dialog box option in ACT 2011

You are correct, the 'Appointments' option is to match the value from Outlook, but you do not have to select it when you want to synchronize an activity between Act! and Outlook.  All Activity types (Call, Meeting, etc) will synchronize. 

Note: It has been reported to Development that this option isn't listed on the main menu for Schedule, but we haven't been informed if/when this Type will be added to the main menu.

 

As for integrating your Act! and Outlook programs, here are articles that explain the steps:

- Integrate Outlook with Act! 2011: KB Article 26832

- Synchronize Contacts: KB Article 26813

- Synchronize Calendars: KB Article 26995

 

 

Greg Martin
Sage
Master Commentator
Posts: 287
Country: USA

Re: Schedule Activity dialog box option in ACT 2011

Hi Greg,

Thank you for looking into this and letting me know that it has been given the the development team.

Tracy