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+ my record in task list & calendar for a task scheduled with a client....

Copper Contributor
Posts: 21
Country: USA

+ my record in task list & calendar for a task scheduled with a client....

I have recently upgraded to the new ACT 2012 and still trying to get accustomed to the program. The problem  I am having is with the task list. I create a task for a client  and everything is great. But for some reason I keep getting a (+) sign in front of the task. after a couple of days for know reason I understand.....When I click on the task, it will show the sched with My Record and the client.. Since I am the only user. How do I disable this feature as my Record is showing up more in the task list than my clients. I know who I am,  I need to see the client name for the task. I want to disable the (+) feature. Thanks for any help in advance.....I am syncing my calendar with Google. Does this have something to do with ACT generating this (+) sign and adding my record to client task?

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: + my record in task list & calendar for a task scheduled with a client....

I'm unable to reproduce the '+' sign when syncing with Google Calendar.
Do you also synchronize with Outlook? The '+' is generally a result of syncing with Outlook.
Greg Martin
Sage
Copper Contributor
Posts: 21
Country: USA

Re: + my record in task list & calendar for a task scheduled with a client....

Yes I do sync with Outlook. But not activities just the conacts list now.

Copper Contributor
Posts: 21
Country: USA

Re: + my record in task list & calendar for a task scheduled with a client....

[ Edited ]

Ok, I understand that it was created when Sync with outlook. I am no longer syncing my calendar with outlook.

 

Will this issue still be generated since I am still syncing contacts with outlook?

(I do this because I own an iphone)

 

How do I disable this in the future if I decide to sync caldendars again with Outlook?

 

How do I clean up each of the activities that has this now in my database? ( there are over 100)

 

Will tihs happen as well with Google Calendar?

 

Thanks for the help in advance

 

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: + my record in task list & calendar for a task scheduled with a client....

To disable Outlook calendar sync: go to Tools > Sync with Outlook > Outlook Synchronization Preferences > uncheck the enable Calendar sync option.

 

You should not get the + sign when syncing with Google Calendar.  My tests did not produce the '+' sign on my activities, and I haven't heard of anyone else getting them.  However; my testing does not go beyond synchronizing to the Google Calendar - I don't then sync to a phone.  Be sure to create a test activity and sync to Google > checking the results  (+ sign or not), then sync to the phone and test the results. 

 

For the existing activities with the +, the only way to remove it is to update each one manually. 

Greg Martin
Sage
Copper Contributor
Posts: 21
Country: USA

Re: + my record in task list & calendar for a task scheduled with a client....

thank you for your help in this matter.
Does the new connection feature with the cloud do this (+) thingy as well with an Ipad?
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: + my record in task list & calendar for a task scheduled with a client....

I believe you are referring to the Sage ACT! Connect program.  It will not add a + to the activities, but to clarify:

- Sage ACT! Connect will synchronize data to a portal (web site).

- For supported devices, it can then synchronize from the portal to the device.

- Currently iPhones and iPads are not supported devices, but can access the data on the portal through a web browser on the device.

Greg Martin
Sage
Copper Contributor
Posts: 21
Country: USA

Re: + my record in task list & calendar for a task scheduled with a client....

How do I get Outlook to not add the (+) & my record when I sync to activities that I have schedule in ACT. (I DO NOT SCHED. activities in outlook or my iphone at this time) To me this defeats the purpose of the upgrade to ACT 2012. I know who I am. I do not need my record added to scheduled activities. Thanks for any help once again......
Copper Contributor
Posts: 21
Country: USA

Re: + my record in task list & calendar for a task scheduled with a client....

I have had the exact same mystery + thrown in front of my name and often it is on a calendar entry that has been duplicated somehow. NO idea why it happens or where i comes from