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Subset of Contacts to Sync between Outlook and Act! - Use field within Act! to define the subset that gets sync'd

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Posts: 71
Country: United Kingdom

Subset of Contacts to Sync between Outlook and Act! - Use field within Act! to define the subset that gets sync'd

Hi

I have 1000's of contacts within Act! - under many 'types' -- ie friends, family, business, vendors etc etc.

 

I want to create a field within Act! - Lets call it PhoneSync; and lets say it can either be 'Yes' or No

 

Then I'd like to Sync only those Contacts in Act! where PhoneSync=Yes.

 

At the same time - if I enter a new contact in Outlook, then when that Syncs to Act!, I'd like PhoneSync to automatically become 'Yes'.

 

 

This way - Outlook could sync with my phone (via USB) - and I would have a manageable sized 'list' within my phone.

 

 

It would also be useful - as I could easily 'move' people in/out of my phone, by manually updating the PhoneSync fields

 

 

If there are other ways to potentially achieve what I'm looking to do; I'd greatly appreciate the feedback

 

 

 

 

PS: This could all be done by exports etc - but I dont want to go down that route