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by Bronze Super Contributor tmwilli
on ‎07-06-2017 12:06 PM

To understand the "why" of Outlook, you need to understand how Outlook work with managing contacts and activities.

Outlook is USER centric  ( M Bierman)

ACT is CONTACT centric  ( Terry Williams)

 

When ACT pushes activities to Outlook, they appear in your User profile. That's fine.

When Outlook pushes an task over to ACT, it can only record to your ACT "User" record as there is no designation in Outlook that a task is associated with a Contact in Outlook.

So, the limitations of ACT to Outlook sync have to do with the basic structure of how the programs manage activities/tasks. Not an ACT only shortccoming.

 

Another thought, if this database is shared by other users within a business, Outlook sync (contacts or tasks)  is not recommended as your personal activities from Outlook (and your phone if it is connected to Outlook) are synced into the business database. So all your scheduled task related to baseball games with your kids, dates with your wife (or whoever), Drs visits, and the myriad of personal appts in y our life all come into business database and calendar. This leads to a messy database cluttered with tons of necessary data.

Therefore, ACT to Outlook (one way) sync is generally recommended. Unless, of course, you are the only user of the database and then 2 way sync can be set up and all your Outlook (phone and Outlook tasks) can all be co-mingled in ACT under your User login record. 

 

And beware of recurring activities in either program. If you do not set an end date for the activity/task, they will be scheduled out into infinity (or at least 2075 I was once told). And managing hundreds of recurring activities/task can effect performance of any software product.

 

I am done!

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