If you’re like many Sage ACT! users, you have appointments in Microsoft Outlook and in Sage ACT!. In the past, getting these appointments to show up in one place was a bit tricky, but in Sage ACT! 2011 you can synchronize calendar and/or contact data between these two applications.
After sync is configured, appointments, activities, and tasks appear in both Sage ACT! and Microsoft Outlook calendars. Regardless of where they are added or updated, you will be able to stay on top of all your tasks in either application!
To Synchronize Calendar Data Between Sage ACT! and Microsoft Outlook:
1. Open Sage ACT!
2. From the Tools menu, click Preferences.
a. Click the E-mail and Outlook Sync tab.
b. Click Outlook Synchronization Preferences.
3. In the Database grid, under “Select an ACT! database to synchronize with Outlook” the name of your database is listed. To select a different Sage ACT! Premium database to use as your Outlook address book, click Change.
a. In the Change Sage ACT! Database field, type the full path and Sage ACT! Premium database name. Or, click Browse to locate and select the database.
b. In the User name field, type your user name for the selected database.
c. In the Password field, type the password for the user name.
d. Click OK.
4. On the Synchronize Calendar tab, select the Enable Calendar Synchronization with Outlook check box.
5. If the same activity has been updated in both Sage ACT! Premium and Outlook, select which change should be saved.
- Select Keep the ACT! activity if you want to save the changes made in Sage ACT! Premium when there is a conflict.
- Select Keep the Outlook activity if you want to save the changes made in Outlook when there is a conflict.
6. If an activity is cleared in Sage ACT! Premium, select what should happen to the activity in Outlook.
- Select Leave the activity on the Outlook calendar if you want the activity to remain on your Outlook calendar.
- Select Delete the activity from the calendar if you also want the activity removed from your Outlook calendar.
7. Click OK.
8. To synchronize activities or contacts between Sage ACT! Premium and Outlook immediately, click Yes.
To Manually Synchronize your calendar activities
1. Do one of the following:
- From the Schedule menu, click Synchronize Calendar with Outlook.
- From the Tools menu, point to Synchronize with Outlook. Click Synchronize Calendar with Outlook.
Right-click the ACT! Sync Service for synchronizing ACT! data with Outlook icon in your system tray and click Synchronize Activities.
