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General Settings
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| To map an Outlook field to an ACT! field
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| 1. Select the ACT! field you want to map to.
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| 2. Select the corresponding Outlook Field
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| 3. Bring over the match.
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| Duplicate Found Actions
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| Clear Duplicate Before Update. When this flag is set, all the data in the contact is cleared before adding the information to the Outlook Contact.
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| Force Overwrite of Contacts. When set, all the contacts are forcefully overwritten without regard to update dates of the contacts in ACT!.
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| Tag Outlook Item. When set, a tag is added to each item in Outlook. By default, this field is enabled so that a minimum of duplicate Outlook items are generated and so that you can move Outlook items to other folders and when you convert again, a positive match is made and no duplicates are created.
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| ACT! Groups->Categories Conversion
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| Convert Groups into Outlook Categories. When enabled, ACT! Groups are consequently converted into Outlook Categories.
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| Transfer Secondary Contacts. When enabled, secondary ACT! contacts are converted into Outlook as User Defined Properties starting with the name Secondary# where # is the number of the first contact.
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| Addressing Options
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| · | Merge Address 1, 2, and 3 into one string. When enabled (default), this option takes the standard address fields in ACT and merges them into one single string with the fields separated by returns. This makes the addresses "Outlook friendly". The address fields converted are Address 1,2, and 3 and Home address 1 and 2. Note: you must not map Address 2 and Address 3 in order for this option to work. Make sure that you have Address 1 enabled. If Address 2 and 3 are mapped, the address field will be overwritten
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| · | Add phone number extension to Phone number. When set, this option adds the phone number extension to the end of the phone number. For example, Outlook only provides 1 field to add a phone number to. Hence, this feature will take the standard phone fields with extensions and put merge them to make one field in Outlook.
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| · | Add Phone # Country Code. By default, the country code is not added to the Outlook phone number. However, if you so wish, enable this option and the country code in the format of +CC (like +44) is added to each Outlook phone number that has a country code.
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| Ignore Country Code: If a number exists in this box, country codes that match that number are not brought over to Outlook. This is usefully since most of the time you want to only bring over "foreign" country codes but not your own.
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| · | Use Company Name when Name does not exist. Outlook requires a contact name in order for the links to function properly. This option instructs ACT-To-Outlook Professional NEW Edition to replace the company name in the name field of FileAs so that the contact get's saved properly and links to the contact work well. If this option is not set, the user will be queried for every instance of this problem.
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| · | File Contact As: This is the string that will be used to file the contact as in Outlook.
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| One interesting part in the File Contact As selection is that the contact can be saved into Outlook using the ACT! Firstname and Lastname parameters. However, in our experience, the stored ACT! Firstname and Lastname are 90% incorrect on an ACT! database. Hence, the option of Force_Last will take the last string of the name and then it will use the remainder of the contact name as the first name. The contacts can therefore be Filed As using the formats below:
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| Company
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| (Company) Last, First
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| First Last
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| Last, First
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| Last, First (Company)
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| Last, First - Company
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| Last, First Company
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| Force_Last, Remainder (Company)
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| Force_Last, Remainder - Company
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| Force_Last, Remainder Company
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| The History/Notes options provides the user with the capability to convert the History, Notes and Attachments that exist in ACT! over to the Outlook Contact Body Text.
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| Convert Sales Opportunities: When enabled, the contact opportunities are converted. The header is, by default, "*** SALES OPPORTUNITIES ***". This field can be changed to suit the user.
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| Convert Notes: When enabled, the notes for the contact are converted. The header is, by default, "*** NOTES ***". This field can be changed to suit the user.
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| Convert History: When enabled, history items are converted. The header is, by default, "*** HISTORY ***". This field can be changed to suit the user.
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| Max History: This number controls the Maximum number of history items to be converted.
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| Convert Attachments: When enabled, the attachments in the history and notes items are inserted into the contact's body text.
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| Ignore Attachments with the Following Extensions: Here you can instruct the software to ignore any attachment with the extensions provided. By default we provide the IMA and DET attachments because these are incompatible ACT! attachments and can only be viewed within ACT!.
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| Ignore Records With Attachments: When enabled, all records with attachments are ignored.
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| Add Owner Name: When enabled, the owner's name of the record being converted is added to the history item.
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| When Convert History/Notes is enabled, the items enabled on the Notes/History To Convert are concatenated and inserted into the contact body text as listed below.
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| Notes/History Options
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| Max Number of History/Notes. This is the maximum number of ACT! history/notes to be brought over. Default is 100.
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| Add Notes Owner. When enabled, the Notes/History record manager's name is entered at the end of the date the history was entered into ACT!.
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| Outlook provides the capability to assign a form to a specific contact, calendar and task entry. If you are using a form that is specific to your application, enter it here.
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