Creating Activities Items

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123 Sync provides a very powerful array of Activities creation options. These options are primarily driven from the subject/text/regarding line.

Creating an activity on a cloud device
When creating an activity on a cloud device, it is desired to control how the activity is created in Act!. Apart from the standard date, subject and details, it is highly desired to create activities with the following properties:

Activity Type. Namely, this is the activity type in Act!, whether is it a Meeting, Call, Conference, Dinner, etc.

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Activity Types are folder dependent. If you assign the Meetings, calls, appointments, and dinners to be synched with the Calendar in Outlook/Exchange, these activities can only be created in that folder.

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Default Activity Types: If an activity is created on a folder without a type, it defaults to Meeting for Calendar and Todo for Tasks activities.

Privacy. 123 Sync provides users with the capability to create private activities in Act!.

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To create a private activity, enter the keyword "-Private" on the subject line and the activities is then deemed private.

Association. 123 Sync scans the activity To field, the links field and recipients fields for the corresponding Act! contact. If it finds the contact, it then associates the activity to that contact. Otherwise, the activity is assigned to MyRecord.

Examples:

Dinner-Private: Have dinner with client tonight

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This activity will be deemed of type Dinner and it will be flagged Private in Act! when it is created.

Dinner: Have dinner with everyone

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This activity is assigned type Dinner. The ":" colon is the end delimiter of the activity type.