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on ‎11-09-2012 06:50 AM

Hello Beth,

To try and clarify your suggestion - are you referring to something different than the option to create a 'Sync Set'? 


You can define which contacts will sync through Sage ACT! Connect by:


Note: The following steps will replace all data on the portal and/or device with the newly defined contacts.  If you have entered any changes directly on the portal or device, perform a synchronization to update the database before performing these steps.


- Right click on Sage ACT! Connect icon in system tray

- Select 'Manage Users/Preferences...'

- Double click on user name

- Click 'Contacts'

- Under 'Contact Options', enable 'Advanced'

- Click 'Change Sync Set' to set up criteria for contacts you wish to sync, define criteria

- Click OK

- Click OK

- Sync