Calendar/Tasks Reverse Sync

Top  Previous  Next

Background to this set of features: once we started using 123 Sync and Blackberry's, we started encountering limitations on what you could do on the Blackberry's. What mostly drove us crazy was that once we had a meeting and we wanted to turn it into a history event in Act!, there was no way to do it. The only way to clear a meeting from the calendar was to actually delete it in the Blackberry and then the meeting would be erased in Act!. This caused the loss of the history (which is why we use Act!) and was basically the wrong way of using synchronization. Hence, the beginning of our Calendar and Task Reverse Sync Actions.

Calendar and Task Reverse Sync Actions
These new features allow you to enter key words into the body text of a calendar and task event and then have 123 Sync take CRM actions when the data is synchronized.

Create History and Clear Event

Here you can instruct 123 Sync to create a history entry in Act!, clear the activity item in Act! and delete the item in Outlook/Exchange. Basically, what would happen if you cleared the Activity in Act!. For example, to activate this action, just type DONE:: at the beginning of the body text/notes in the calendar/task and 123 Sync will do the remainder of the action. You can also specify other actions in the DONE:: string via the use of right and left parenthesis i.e. DONE::[Meeting Not Held] . Here, a history item "Meeting Not Held" will be generated and the meeting is then deleted. If the text in the parenthesis does not match any valid Act! History type, the default is then used.

Create Note Entry

This feature allows calendar/tasks entries to create notes in the contact notes section. For example, if you type NOTE::[This is a test] , a note will be created on the contact with "This is a test" as the note part. Once the note is created, the keyword and the text is removed. This is an excellent way to reverse create note items in Act! without losing the calendar/task entry and complementing the synergy of Act! and other external devices with little or no overhead.