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Contacts and Companies Filters
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| Each user has the following filtering options to convert contacts:
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| 1. | Process All Contacts: All the contacts are converted, including any activities related to those contacts
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| 2. | Process Only Contacts With Calendar: Only contacts that have calendar items (calls, meetings or todo's) that are not cleared are selected for processing.
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| 3. | Process Group: Convert only a selected group and/or subgroups.
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| 4. | Process Only Private Contacts: Convert only contacts that are have the private flag enabled.
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| 5. | Process Only Meetings/Todos/Calls: Convert only the ACT! activities.
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| 6. | Do Not Convert Contacts: No contacts are converted for this user.
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| For more information on Contact Conversion Filters, click here.
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| Include Private ACT! Contacts. When this option is set, private contacts are included in the conversion. If unset, no contacts flagged as private are converted to the Outlook Folder.
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| Match ACT! Record Manager Field for Contacts and Activities. Each ACT! Contact and Activity has a Record Manager Field. When set, only records that have a record manager ID equal to the ACT! User being converted are brought over.
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| Company Filter Options
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| Each user can have an independent set of company conversion options, namely:
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| · | Do NOT Convert Companies. This indicates that no companies are to be converted when this user is converted.
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| · | Select All Companies. This indicates that all companies are to be converted to the companies folder when this user is converted.
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| · | Select Only Companies Owned/Managed by Selected User. Only companies that are owned by this user are converted.
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