ACT! Username List
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User Settings
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| Once the ACT! database has been opened, all the users defined on the database are listed. Each username has it's own set of User Settings. To enable an ACT! user to be converted, you must check mark the user. Users not check marked are ignored for conversion purposes.
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With ACT-To-Outlook Professional NEW Edition you must which Outlook folder you want to deposit or update the data from the ACT! 2000/6.0 database. By clicking on the folder button, the Outlook folder selection form pops up which then allows you to enter the destination folder(s) for your conversion.
Make sure that the folder selected matches the type that has been requested i.e. Contact Folder should be of type Contact Folder; Appointments folder should be the same as a Calendar folder, etc.. These folders do not have to reside on your local machine. If your current version of Outlook can find the folders, ACT-To-Outlook Professional can find them as well. Calls and Appointments are deposited into the Outlook Calendar folder while Todo's are deposited to the Tasks folder in Outlook. |
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| Each user has 5 primary filtering options to convert contacts:
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| 1. | Convert All: All the contacts are converted
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| 2. | Convert Calendar: Only contacts that have calendar items (calls, meetings or todo's) that are not cleared are selected.
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| 3. | Convert Group: Convert only a selected group and/or subgroups.
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| 4. | 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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| 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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| 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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| Email Options
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| The email options enables/disables the conversion of ACT! .ima emails into Outlook .msg messages.
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| · | Convert ACT! .ima and .iml Email to Outlook .msg. When enabled, this option convert ACT! .ima and .iml emails into corresponding Outlook emails so that you can open the email directly from the Outlook Contact. Note. This option is only valid if the Attachments option is enabled in the general settings.
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| · | Insert Emails into Contact Body Text. When enabled, the email is inserted into the contact body text as an icon that can be opened directly from the contact. Currently, this is the only option available for email processing. However, more options will be available in future releases.
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| User Notes.
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| This area is reserved for miscellaneous notes that are pertinent to the user.
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