Contacts Filters
|
Top Previous Next |
|
Each user has the following filtering options to synchronize contacts:
|
1. | Process All Contacts: All the contacts are synchronized, including any activities related to those contacts
|
2. | Process Only Contacts With Calendar: Only contacts that have calendar items (calls, meetings or todo's) that are not cleared are selected for processing.
|
3. | Process Group: Convert only a selected group and/or subgroups.
|
· | Groups with Activities Option: you may choose to sync a group and ALL the activities on your calendar
|
· | Specific Group: you may choose to restrict group sync to only a particular group.
|
4. | Process Only Meetings/Todos/Calls: Synchronize only the Act! activities. No contacts are synchronized.
|
5. | Private Calendar Sync. Synchronize only the Calendar in Act! marked Private to the folder in Outlook. A couple of things:
|
· | Act! Calendar items are created in Outlook with the Private Flag set.
|
· | Outlook Calendar Items, when added to Act!, the Private Flag is set.
|
6. | Integrate Emails Only. Only the email integration piece runs when this option is selected.
|
7. | Calendar Mashup. In Calendar Mashup, you perform a 1-way sync of all users (enabled only on the Cal Mashup list) to a single Outlook folder. Great to list all users with different colors on a single calendar folder.
|
|
Sync Options
|
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/Exchange Folder.
|
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.
|
|
Contact Filters Descriptions
|
Process All Contacts
|
In Process All Contacts, all the Act!/Outlook contacts and their respective activities are selected for synchronization.
|
HInt: To exclude activities from being included in the synchronization, go to the Activities Tab and disable the Calls, Meetings and Todo's from being converted or considered for synchronization
|
|
Process Only Contacts With Calendar
|
Only contacts that have a calendar item associated with them are considered for synchronization.
|
|
Process Groups
|
This option allows you to process Static and Dynamic groups between Act! and Outlook. There are two powerful options on Process Groups:
|
· | Add Activities Related Contacts if not in Group. This option syncs the selected contact group PLUS any contacts that have an activity associated with them. When enabled, it is the same as synchronizing Contacts with Calendar AND Groups on the same pass.
|
· | Sync Primary Group Name to Categories and Vice-Versa. This option restricts contacts from Act! to Outlook/Exchange in two ways:
|
- One, only the group name gets inserted into the Categories field in Outlook
|
- Only contacts that have the group name in the categories field in Outlook/Exchange are included. All other contacts are ignored.
|
|
|