If this is your first visit, be sure to check out the FAQ by clicking the link above. You may have to register before you can post: click the register link above to proceed. To start viewing messages, select the forum that you want to visit from the selection below. |
|
|
Thread Tools | Display Modes |
#1
|
|||
|
|||
Act! 2010 to Outlook 2007 calendar integration
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. |
Thread Tools | |
Display Modes | |
|
|