01-12-2011 10:25 AM
Is there anything in the synchronize to Outlook preferences that includes synchronizing the contact notes? The only way I have managed to bring the notes over is using Companion Link.
The synchronize to Outlook works fairly well in 2011, but will it also includes notes?
01-12-2011 02:27 PM
01-12-2011 04:07 PM
What problems have you encountered vis-a-vis "The sync to Outlook in 2011 barely works reliably at all"? I am in the process of setting up my first ACT-Outlook sync (followed by a subsequent CompanionLink sync to my iPhone) and would like to know what pitfalls to be aware of.
01-12-2011 04:24 PM
So far my experience with 2011 is that the basic Act contact data synchronizes with Outlook but does not include the contact notes. When I synchronize Outlook to my iPhone, the contact notes do not come across from Act.
I was hoping that Companion Link would not be necessary anymore for my iPhone but unless someone tells me different, synchronizing with Companion Link is the more robust approach bringing the contact notes and about anything else you would like to Outlook and the iPhone.
01-12-2011 05:28 PM
01-12-2011 06:10 PM - edited 01-12-2011 06:15 PM
Thank you, Mike. Are you using CompanionLink to sync with your phone?
I just read your blog on this and it looks like you're using Handheld Contact to sync. Even with this app are you having problems?
01-12-2011 06:53 PM
01-13-2011 12:32 PM
> Is there anything in the synchronize to Outlook preferences that includes synchronizing the contact notes? The only way I have managed to bring the notes over is using Companion Link.
CompanionLink has supported Contact Notes sync for many years. In ACT! Notes and Histories have a separate database but we've handled that by moving them to a text blob in Outlook.
With CompanionLink, if you are synchronizing ACT! to Outlook, a new note in Outlook will be moved to ACT! as a Date/Time Note, and the Outlook side updated to reflect the sum of Notes from the ACT! side.
CompanionLink also supports Outlook Notes application (That we internally call NotePad), and in this case we move items to the notes from MyRecord in ACT! This provides a handy way to make notes for yourself and have them in both Outlook and also in ACT!
I hope this is clear.