Example: Transfer activities only to common folders

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In some instances, you may want to transfer a whole ACT!'s database contacts and all the Todo's, Calls, and Appointments to a set of common Outlook folders without having to transfer the contact data. These type of activities are called Independent Activities. Basically, these are activities that in Outlook are not related to any Outlook Contact. You can read the data in the activity but it is not connected to any Outlook contact. These folders can be assigned to each ACT! user or shared by ACT! users.

ACT! Multi-User Database		Outlook Folders
	User Johnnyt: User Allison: User Chris:	Common Calendar Folder   Common Tasks Folder

Independent Calendar and Tasks items are created every time the software fails to connect to the Contact folder. If the Contact folder is moved or deleted or rendered invalid, ACT-To-Outlook Professional will create independent Calendar and Tasks items. Hence, the key here is to render the contact folder empty or invalid.

For example, below, we want to clear Mellisa Pearce's link to Allison's Contact Folder.

To clear the link,

1.

Click on the folder selection

2.

Select the Cancel button

3.

Select Yes to clear the Outlook entry from the User Settings.

One thing: Only when the last user has cleared the folder link will the relevant Index maintained by the software be cleared. This means, for example, if you have 3 users pointing to the same Outlook folder, clearing one will not reset the item index for that folder. Only when the last user is disconnected, is the index reset.

Visual Description on how to clear the Outlook Folder Link