• Status: Solved
  • Priority: Medium
  • Security: Public
  • Views: 1346
  • Last Modified:

ACT 2011 Premium Sync Contacts Both Ways

Does ACT 2011 Premium sync contacts with Outlook both ways?  I can get contacts in Outlook to show up in ACT but not other way around?  Am I doing something wrong?  I can get Calendar also to sync both ways.  Thanks
0
bobohost
Asked:
bobohost
  • 6
  • 6
  • 2
1 Solution
 
50calCommented:
Hi,

If you go into "Tools -> Preferences" and then select the E-mail and Outlook Sync tab, from within that tab click the "Outlook Synchronisation Preferences" button.
From the Outlook Preferences Screen choose the "Synchronise Contacts" tab and tick the "Add Outlook Contacts to Sage ACT! and Synchronise Changes" tick box.

50cal.
0
 
bobohostAuthor Commented:
I do have that checked.  Here is a screen shot.
act.jpg
0
 
Mike LazarusAct! Evangelist - CRM ConsultantCommented:
It should be doing it... you might check that it hasn't created duplicates and is sync'ing with them.

I've found the Outlook sync to be less than reliable.
0
[Webinar] Cloud and Mobile-First Strategy

Maybe you’ve fully adopted the cloud since the beginning. Or maybe you started with on-prem resources but are pursuing a “cloud and mobile first” strategy. Getting to that end state has its challenges. Discover how to build out a 100% cloud and mobile IT strategy in this webinar.

 
50calCommented:
0
 
bobohostAuthor Commented:
Sorry for delay.  I will check that out.  Thanks.
0
 
Mike LazarusAct! Evangelist - CRM ConsultantCommented:
One thing to be careful of.... if also syncing Outlook to mobile phones, you will end up duplicating data in ACT!
0
 
bobohostAuthor Commented:
Tried that link but no dice.  Now it's not synching anything Contacts or Calendar.  Not sure what's going on now.
0
 
Mike LazarusAct! Evangelist - CRM ConsultantCommented:
Does it say it's synchronising anything?
0
 
bobohostAuthor Commented:
It's all configured but when I click Synchronize I don't even see the bar anymore that would come up to show how far along it was.
0
 
Mike LazarusAct! Evangelist - CRM ConsultantCommented:
You'll probably need to remove the links and then re-create them.

This is just one of the issues I've seen with the Outlook sync
0
 
bobohostAuthor Commented:
Well thanks for the help.  I didn't get it to work consistently.  Decided to roll them back to 2010 and will try that Synch 123 Add on.
0
 
Mike LazarusAct! Evangelist - CRM ConsultantCommented:
Why roll back? improvements in 123 are more likely for the current version of ACT!

BTW: Why Outlook? If just to get to a mobile phone, you might have a look at:
http://blog.glcomputing.com.au/2010/05/getting-act-on-your-phone.html
0
 
bobohostAuthor Commented:
Rolled back because we were using an evaluation of 2011.  They currently own 2010.  That ACT on phone looks cool but would like better integrations with Outlook as that is a big player in the daily work.
0
 
Mike LazarusAct! Evangelist - CRM ConsultantCommented:
If wanting to sync to a phone, it's much better to go directly... all the methods that go though Outlook or Gmail will eventually lose or duplicate data.

To just go to Outlook, I recommend 123 Sync
0

Featured Post

Upgrade your Question Security!

Add Premium security features to your question to ensure its privacy or anonymity. Learn more about your ability to control Question Security today.

  • 6
  • 6
  • 2
Tackle projects and never again get stuck behind a technical roadblock.
Join Now