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Old February 16th, 2010, 02:29 PM posted to microsoft.public.outlook.general
Diane Poremsky [MVP]
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Posts: 17,338
Default Act! 2010 to Outlook 2007 calendar integration

Because not many of us here use Act, you'll get better answers in the Act
forums - http://community.act.com/sage/

My comments (which may not match those in the Act community since I don't
use Act) a
Did their tutorial use outlook 2007? If not things might have changed if the
new version.

1. Unless the Act calendar allows you to pick dates, expect that its going
to import.
2. Did you try deleting them from the outlook calendar? Use a view such as
all appointments - or By category if they have a unique category - and
delete. It might be easier to add the last modified field to the view sort
by if.

"Liontamer" wrote in message
...
General Info:
I am using Windows XP Media Center Edition, SP3
I have onboard Microsoft Office Professional 2007

My Question:
Recently I purchased Act! 2010 for my CRM needs.
I was also encouraged to purchase: The Official Act! by Sage QuickStudy
Guide
written by: Susan Clark, Act! Certified Consultant, Swiftpage Certified
Consultant, Cornerstone Solutions, Inc.

I was expecting that by studying this publication for my training purposes
that I would acquire a good understanding of the functionality of the Act!
2010 program. Unfortunately, I've run into three specific problems, one
which I will elaborate upon herein.

Using the Act!2010Demo which comes with the program itself, appearing on
the
contact tab, of the program itself, I attempted to learn more about the
Act!
program by following the directions within the QuickStudy Guide. I did
not
attempt to set up my own database with this program. For I felt it was
more
important to familiarize myself with how the Act! 2010 features work.

The program itself at it's most basic level does a fine job in the area of
basic contact management. However, I felt it would be better to first get
acquainted with the programs many features before actually putting the
program to use for my own business purposes. Simply put, my thinking on
this
amounts to: learn it first the right way the first time rather than doing
something wrong, undoing it, and redoing it correctly. Which i think most
people would agree is an excellent approach to a feature rich program such
as
Act! 2010.

So what is my problem?
Well following the instructions in the QuickStudy Guide (QSG) on pages
132 -
135 and just using the Act2010Demo, I attempt to: Copy Act! calendar to
Outlook (recommended). This was Step #4 on page 132 of the QSG. By
following this instruction, I am expecting only that the Act calendar will
be
copied to my Outlook calendar.

Step #3 allowed me to choose: Other Current Month
All I wanted to see here was for the data on the Act calendar for one
month
if it would copy to my Outlook calendar for the current month. But that
is
not what happened. In fact, the Act program copied everything from my Act
2010 Demo calendar to my Outlook 2007 calendar for several years. Why
this
happened: I don’t understand.

Furthermore, I cannot remove the activities. I’ve tried to check: Remove
Act! activities from Outlook. And then both: Remove Act! activities from
Outlook and Outlook activities from Act! (even though I never selected to
copy my calendar from Outlook to Act!). In both cases, I cannot seem to
remove the activities from my Outlook calendar. And I do not understand
why?
or what happened to cause this?

I even went back to the Act! Scheduer dialog, and I made sure that the
Stop
Service option was selected. I tried to remove the activities once again
from my Outlook calendar and still no results.

This is a major problem in my Outlook 2007 calendar now. All I wanted to
see happen was for only one month to be copied from the Act! 2010 Demo to
my
Outlook 2007 calendar. Then I wanted to remove it as instructed on page
135
of the QSG. Again, the entire calendar from the Act! 2010 Demo copied
over
into my Outlook 2007 calendar, not once by about five times (in the day
view)
and according to what I can see on my calendar view (3 times copied) of
Outlook.

I feel company Act! by Sage is responsible for this incorrect training
advice to its new users. And I've expressed my concerns to their customer
service people and now in the general manager's office for North America.
As
you can well imagine, I am annoyed and frustrated that the Act! by Sage
organization did not scrutinize the publication written by Susan Clark
enough
to see that what she is teaching in her QSG, works properly with the
online
Act2010Demo.

I am writing you today in the hopes of learning that perhaps Microsoft's
program has something to do with this problem.

You need to know that earlier this morning, I ran the Microsoft Office
Diagnostics on my computer system. The results follow:
Diagnostics run: 6
Diagnostics that ID-ed problems: 0
Diagnostics that took corrective actions: 0

I'm surprised at Act! by Sage for not checking upon how the
recommendations
within the QSG reacts with their own Act2010Demo online. How else are
their
new customers supposed to learn about such a complex program? Why Act!
2010
by Sage Editors let this slip by them is beyond me.

Right now, I am seeking help on solving the aforementioned problem.
Perhaps
a Microsoft MVP understands this situation. I need to remove the
activities
copied from the Act2010Demo to my Outlook 2007 calendar. I don't want to
lose anything all ready in my Outlook 2007 folders, etc.

It seems as if the sales people over at Act! 2010 are doing a fine job.
They seem to really want to be helpful to new customers. But it also
seems
that Act! Customer Service is pulling a fast one on it's customers.
Because
they give you only so much time on what they call: Getting Started Support
then they cut you off. The new customer then finds themselves trapped in
a
difficult situation. They need to have the customer support services of
Act!. But getting this support will now cost you $299 to $499 for an
annual
support contract. Holly cow, I didn't expect that when I signed on and
purchased their Act!2010 program, which I felt was fairly priced at that
time.

In my opinion, there's something wrong with that model of salemanship.
Even
if I agreed to a one time charge of $45 to solve a particular incident
involving their Act! 2010 program then it's still not fair play with their
new customers.

It all boils down to this: The Act! 2010 by Sage company executives sell
the QSG. That QSG should in fact easily and precisely train a new user on
how their program operates, in all its functionalities. If the training
instructions within their QSG fails to explain the programs functionality
properly then it shoud be the Act! by Sage organizations responsibility to
make things right. And not by forcing the new customer to explore their
extensive knowledgebase for answers themselves. They caused the situation
to
occur. They need to fix it.

And, just for your information, I spent several hours this morning
attempting to review and look through the Act! by Sage Knowledgebase. I
am
exhausted trying to make heads or tails of this situation. I now ask my
friends at Microsoft Discussion Group for help. Thank you.