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Activities
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| Activities To Convert
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| This converts which activities are converted.
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| Convert Calls: Enable/Disable the conversion of calls to Outlook
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| Convert Meetings: Enable/Disable the conversion of calls to Outlook
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| Convert To Do's: Enable/Disable the conversion of calls to Outlook
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| Activities Options
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| Convert Alarms. This option enables the creation of Outlook alarms for ACT! alarms for todo's, calls, and meetings/appointments. Most ACT! activities tend to have the alarm set but the user has disabled it via either the snooze button or by some other means. The alarm, however, still lingers and will pop-up in Outlook as an item to be dealt with. Disabling the conversion of the alarm flag, you basically do not activate Outlook alarms. If the database is clean and the activities well maintained, converting alarms should not be a problem. However, if you have lots of old alarms that have not been dealt with, these alarms will pop up in Outlook with an annoying speed. Hence, we provide you with the option of converting/not converting the alarms. By default, we do not convert the alarm.
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| Include Private Activities. Enable/Disable the inclusion of Private Activities into the conversion.
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| Opportunities
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| When the Convert Opportunities to Tasks is set, any opportunity in ACT! is converted into Outlook Tasks.
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| Date Filter
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| When this filter is enabled, any activity (Calls, todo's, meetings, etc.) that is older that the date selected is not converted into Outlook.
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| Subject Line Modification Settings.
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| The idea of subject line modifications of ACT! activities when transferred to Outlook is to provide users with additional contact and activity information by simply looking at the activity (meetings, calls and todo's) subject line. This is very useful when transferring data to a shared calendar or event to a PDA, since most of the important contact data is included in the activity subject line.
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| Activity Tags: These are tags that are added in front of the subject line: For example, the word "Call: " can be added in front of the Call activity being transferred. This word can be edited to anything you with, for example "Llamada: " if you reside in a Spanish speaking country. Although this is not so important in the Tasks folder, it is important in the Calendar since it helps users differentiate between Calls and Appointments.
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| Modification Options
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| Modify Calendar: Enable/Disable the modification of Calendar items (Calls/Meetings).
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| Modify Tasks: Enable/Disable the modification of Tasks items (Todo's).
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| You can modify and enable/disable the tags that are in front of the subject line to whatever you want.
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| Tag Calls: Enable/Disable the tagging of Calls with a specific tag.
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| Tag Meetings: Enable/Disable the tagging of Meetings with a specific tag.
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| Tag Todo's: Enable/Disable the tagging of Todo's with a specific tag.
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| Add Date: Enable/Disable the addition of the activity date.
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| Add Name: Enable/Disable the addition of the Contact Name with whom the activity is scheduled with.
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| Add Company Name: Enable/Disable the addition of the company name.
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| Add Phone Number: Enable/Disable the addition of the phone number.
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| Add (Owner): Enable/Disable the addition of the activity owner in parenthesis. This is the name of the ACT! username that is the owner of this activity. This feature is useful if you have multiple uses sharing a single calendar/task folder.
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| Exclude Modifications with MyRecord Info: When enabled, the logged user's details are not added to the subject line. This is useful when users have Activities assigned to themselves as reminders of what to do. Obviously one doesn't want the same name over and over on the tasks folder. Hence, this option disables the insertion of the
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| Color matched Example of Subject Line Modifications
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| Activity Subject Line without subject line modifications enabled: Meet Re. Sales
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