Example: Transfer contacts and activities 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, as shown below:For some users, you may want to transfer Activities without necessarily create contacts in an Outlook folder. The attractiveness here is to have a common contact database in Outlook that everybody shares and everyone's activities in one common area.

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

To do this, you do the following:

1.

Create the common folders in Outlook

2.

Link the users to the common folders

3.

Do this to all the users.

4.

Once the folders have been set, set the ACT! Contact Filter for 1 user to be Convert ALL and for all the other users set it to not convert the contacts. Otherwise you'll be double converting the database's contacts to the same contact folder without any real benefit.

5.

On the Activities tab, make sure that you have the Add Owner checked. This instructs the software to add the name of the owner of the activity to the activity subject line.

Results: The names of the users (owners) of the activities is listed on the actual activities and they are linked to the common contact database. See below: