123 Sync Server 2013 Edition - ACT! Sync with Outlook, ACT

99 Pages·2013·8.83 MB·English

123 Sync 2013 Edition
Designed for ACT! 2007 through 2013
Printed Manual
Copyright © 2001-2012 123Sync.com
123 Sync Server 2013 Edition
Accurately Synchronize ACT! With Outlook
by 123Sync.com Inc.
Copyright
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123 Sync Server 2013 Edition
© 2001 - 2012 123Sync.com
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Printed: April 2013 in (whereever you are located)
Special thanks to:
Publisher
Special thanks to our customers for their input and support in
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testing and encouraging us to go forward with this project.
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I 123 Sync Server 2013 Edition
Table of Contents
Foreword 1
Part I Welcome 3
Part II Introduction 7
1 Why Use 123 S...y..n..c.. .2..0..1..3.. .E..d..i.t..i.o..n.. .................................................................................................... 7
2 Help on 123 S.y..n..c.. .2..0..1..3.. .E..d...i.t.i.o..n.. ...................................................................................................... 9
3 How to Buy 12..3.. .S..y..n...c.. .2..0..1..3.. .E..d..i.t.i.o...n.. ............................................................................................... 9
Part III Installation 11
1 Compatibility.. .C..h...a..r.t. ....................................................................................................................... 11
2 Registration ................................................................................................................................... 12
3 End-User Lic.e..n..s..e.. .A...g..r..e..e..m...e..n..t. ...................................................................................................... 13
4 Uninstall ................................................................................................................................... 15
Part IV Video Tutorials 17
Part V Main Interface 19
1 User Settings.. ................................................................................................................................. 19
Passwords An..d... .F..o..l.d..e..r.s.. ........................................................................................................................................ 20
How to cle..a..r. .a.. .F..o..l.d..e..r. .L..i.n..k................................................................................................................................ 21
Custom U.s..e..r.s................................................................................................................................................... 23
Contacts Filte..r.s.. ..................................................................................................................................................... 24
Contact Body. .T..e..x..t. ................................................................................................................................................. 25
FileAs .......................................................................................................................................................... 28
Activities .......................................................................................................................................................... 29
Activities Bod..y.. T..e..x..t.. .............................................................................................................................................. 32
Forms/Duplic.a..t.e..s.. .................................................................................................................................................. 35
Synchronizati.o...n.. .S..e..t.t.i.n..g..s.. ...................................................................................................................................... 36
Email .......................................................................................................................................................... 39
Email Fiel.d..s.. .T..o.. .S..e..a..r.c..h..................................................................................................................................... 40
Email Inte.g..r.a..t.i.o..n............................................................................................................................................... 41
Folders and Inte.g..r.a..t.i.o..n............................................................................................................................... 41
Inbox Settings ......................................................................................................................................... 42
Privacy Settings......................................................................................................................................... 43
Integrated Emai.ls.. .A..c..t.i.o..n..s........................................................................................................................... 43
Event Schedulin.g........................................................................................................................................ 44
Tools ......................................................................................................................................... 44
Notes .......................................................................................................................................................... 44
2 General Setti.n..g...s.. ........................................................................................................................... 45
Field Mapping.. ........................................................................................................................................................ 46
Adding Ou..t.l.o..o..k../.E..x..c.h..a..n..g..e.. .U...s..e.r.. .D..e..f.i.n..e..d.. .F..i.e..ld..s................................................................................................. 47
Outlook/E.x..c..h.a..n..g..e.. .S...t.a..n..d.a..r..d.. .F..ie..l.d..s................................................................................................................... 49
Outlook/E.x..c..h.a..n..g..e.. .a..n..d.. .A...C..T..!. .F..i.e..l.d..s.................................................................................................................. 52
Conversion O.p...t.i.o..n..s.. .............................................................................................................................................. 53
© 2001 - 2012 123Sync.com
Contents II
Contacts .......................................................................................................................................................... 53
Addresses .......................................................................................................................................................... 54
Calendar .......................................................................................................................................................... 55
Tasks .......................................................................................................................................................... 56
Body Text Hea..d...e..r.s.. ................................................................................................................................................ 56
Calendar/Task..s.. .R...e..v..e..r.s..e.. .S..y..n..c.. .............................................................................................................................. 57
History Type F..i.l.t.e..r.. ................................................................................................................................................. 58
Bounced Ema..i.l.s.. .D..e..t.e..c..t.i.v..e.. .................................................................................................................................... 58
3 Synchronizat..i.o..n.. .P...r.e..v..i.e..w... ............................................................................................................. 60
4 Contact Sele.c..t.i.o..n... .V..i.e..w...i.n..g.. ........................................................................................................... 62
5 Tools Menu ................................................................................................................................... 62
Administratio.n.. ....................................................................................................................................................... 63
Folder Clean .......................................................................................................................................................... 63
Processing .......................................................................................................................................................... 66
Processing Lo...g.. ..................................................................................................................................................... 66
Advanced .......................................................................................................................................................... 66
Copy Outl.o..o..k../.E..x..c..h..a..n..g.e.. .F...o.l.d..e..r.s....................................................................................................................... 68
Part VI Background Processing 71
1 Using Windo.w...s.. .S..e..r..v..i.c..e.. ............................................................................................................... 72
2 Using the Ba.c..k..g..r..o..u..n..d... .P..r.o...c..e..s..s..o..r. ............................................................................................... 78
3 Using Windo.w...s.. .S..c..h...e..d..u..l.e..r. ........................................................................................................... 79
4 Processing L..o..g..s.. ........................................................................................................................... 79
Part VII 123 Sync Status Notifier 81
Part VIII Getting Started 83
1 Getting Start.e..d.. .T..u...t.o..r.i.a..l. ................................................................................................................ 83
Part IX Synchronization Tips and Tricks 85
1 Creating Acti.v..i.t..i.e..s.. .I.t.e..m...s.. .............................................................................................................. 85
2 Exchange ................................................................................................................................... 86
3 Associating n...e..w... .O..u...t.l.o..o..k..-.G...e..n..e..r..a..t.e..d.. .C...a..l.e..n..d..a..r.. .i.t.e..m...s.. .w...i.t.h.. .A...C...T..!. .C...o..n..t.a..c..t.s.. ............................. 86
4 Scheduling f.r.o..m.... .O..u...t.l.o..o..k../.S...m...a..r.t.p...h..o..n..e.. ....................................................................................... 86
5 Multi-User Sc..h..e..d...u..l.i.n..g.. .................................................................................................................. 88
6 Recurring Ev..e..n..t.s.. .......................................................................................................................... 88
7 Calendar/Tas..k..s.. .R..e..v..e..r..s..e.. .S..y..n..c.. ..................................................................................................... 89
8 Known Probl.e..m...s.. ..W...i.t.h.. .A...C...T..!. ........................................................................................................ 90
Index 91
© 2001 - 2012 123Sync.com
II
1 Foreword
Foreword
I want to securely access my ACT! data from everywhere,
including phones, Tablets, Web, and more...
© 2001 - 2012 123Sync.com
123 Sync Server 2013 Edition
Accurately Synchronize ACT! Databases with Exchange and Outlook
Part
I
3 123 Sync Server 2013 Edition
1 Welcome
123 Sync 2013 Edition
The Ultimate ACT! <-> Outlook/Exchange
Synchronization!
Never has such a complete and powerful tool been available to
maintain your ACT! data in Outlook/Exchange.
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© 2001 - 2012 123Sync.com
Welcome 4
Multiple ACT! Users->Multiple Outlook/Exchange Folder
Configurations
ACT! Multi-User Database Full Synchronization Outlook/Exchange
<-> A multitude of mixed folder
configurations can be run
simultaneously to Synchronize
between ACT! and
Outlook/Exchange. Users can have
individual or shared
Outlook/Exchange Contact folders!
Compatible with ACT! 2007 through 2013 and ALL versions of Outlook (32-
bit) and Exchange.
The purpose of 123 Sync 2013 Edition is to provide users with a tool to quickly convert, synchronize,
update, and transfer an ACT! Contact database into multiple individual or shared Outlook/Exchange
Folders. Enhanced filtering system and options allow you to slice which segments of the ACT!
database that you want to bring over to Outlook/Exchange.
Highlights of 123 Synchronizer 2013 (Version 15) :
The 2013 Edition of 123 Sync is the first edition singularly developed as a Server-Only product.
· Developed to run as a server.
· Separate Interface.
· Independent Server Sync Process Executable
· Daily Independent Logging
· Windows Service Compliant
· Windows Scheduler Compliant
· Interactive Execution Compliant
· Full Calendaring Support.
· Full support of ACT!-Exchange Activities Sync.
· Full support of Recurring Event Sync, including support of the following operations on both ACT!
and Outlook/Exchange:
· Clearing Individual Recurring Instance Events Sync
· Erasing Individual Recurring Instance Events Sync
· Modification of Individual Recurring Instance Events Sync
· Support of sync of ALL ACT! Activities with the Outlook Calendar, including ACT! Todo's
· Support for custom activities creation from Outlook/Exchange
· Extensive details support for Activities destined to be read by Smartphone users, including
iPhones, iPads
· Nullification of Duplicates
· Smartphone Enhancements
· Unlimited transfer of User fields from ACT! to Smartphones
· Customizable User Fields text for ease-to-read presentation on Smartphones
· As always, activities may be cleared from Smartphones
· As always, notes may be added directly from Smartphones
· Contact Filtering
· Added new filtering capabilities to Group sync where Groups plus the calendar may be synched
with Outlook/Exchange
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© 2001 - 2012 123Sync.com
5 123 Sync Server 2013 Edition
· Speed, speed, speed. As always, we keep working on making 123 Sync the fastest possible
sync.
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© 2001 - 2012 123Sync.com