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Configuration Options And Default Settings For CompanionLink

This section lists the tabs found in CompanionLink Setup, which handheld, contact manager and version of CompanionLink each applies to, and the default setting.

TAB VERSION OF COMPANIONLINK HANDHELD CONTACT MANAGER DEFAULT SETTING
ACT! Data All versions. All handhelds. ACT! Database in ACT! when ACT! was last closed.
Additional Contacts CompanionLink Professional All handhelds. GoldMine Unchecked
Alarms CompanionLink Professional All handhelds. ACT!, GoldMine, Lotus Notes, Outlook Synchronize alarms
BlackBerry Version All versions. BlackBerry/RIM All contact managers BlackBerry OS version
Calendar Format All versions. All handhelds. ACT!, GoldMine CompanionLink original
Category Field All versions. Outlook, Palm, Windows Mobile direct, Windows Mobile through Outlook. ACT!, GoldMine ACT!: ID/Status
GoldMine: No Mapping
Custom Fields All versions. Palm ACT!, GoldMine No default.
Database All versions. All handhelds. GoldMine No default.
Datebook Map CompanionLink Professional All handhelds. ACT!, Goldmine ACT!: Meetings, calls
GoldMine: Calls, next actions, appointments, events
Executable File All versions. All handhelds. GoldMine No default for Executable Path.
User ID and Password are blank.
Field Mapping CompanionLink Professional Outlook, Windows Mobile direct, Windows Mobile through Outlook ACT!, GoldMine No default.
Fields All versions. BlackBerry, Palm ACT! Work address.
Filter/Group All versions. All handhelds. GoldMine All Records
Groups All versions. All handhelds. ACT! Synchronize all ACT! contacts
Memo Info All versions. BlackBerry, Outlook, Palm, Windows Mobile through Outlook ACT!, GoldMine N/A
Note Options All versions. All handhelds. ACT! Items to transfer: Notes
Number of notes: 5
Send contact notes both directions
Notes All versions. All handhelds. GoldMine Transfer notes from the GoldMine contact notepad
Number of notes: 5
Notes Data All versions. All handhelds. Lotus Notes Mail and Calendar File: Server
Address File: Local
Notes Login All versions. All handhelds. Lotus Notes Password: Blank
Outlook Address All versions. All handhelds. GoldMine, Outlook Business.
Outlook Folders All versions. BlackBerry, Outlook, Palm Outlook Default local folder; no subfolders.
Palm Phone All versions. Palm ACT!, GoldMine No default.
Personal Category All versions. All handhelds. ACT!, GoldMine, Lotus Notes, Outlook, Outlook Express Include Personal Category
Phone Fields CompanionLink Express BlackBerry, Outlook, Windows Mobile direct, Windows Mobile through Outlook ACT!, GoldMine No default.
Phone Labels All versions. Palm Lotus Notes, Outlook Express No default.
Primary Database All versions. All handhelds. ACT!, GoldMine, Lotus Notes, Outlook, Outlook Express Contact manager is the master, records deleted in the handheld will be ignored.
Purge and Reload All versions. All handhelds. ACT!, GoldMine, Lotus Notes, Outlook, Outlook Express Unchecked
Secondary Contacts Act Unchecked
To Do Map CompanionLink Professional All handhelds. ACT!, Goldmine ACT!: Todos
GoldMine: Todos
Transfer Method All versions. All handhelds. ACT!, GoldMine, Lotus Notes, Outlook, Outlook Express Synchronize changes both ways
User ID All versions. All handhelds. ACT!, GoldMine ACT!: Attribute new records from ACT! to the ACT! user; synchronize records for all users.
GoldMine: the user ID from the Executable tab

Notes:

  1. "All versions" means that the tab is present in both CompanionLink Express and CompanionLink Professional. If you are using the evaluation version of CompanionLink, whether a given tab would appear depends on whether you downloaded the Express or Professional evaluation.
  2. "All handhelds" means that the tab is present for all choices listed in CompanionLink Setup, under Settings, when you are asked to choose a handheld.
  3. "Palm" means any handheld which uses the Palm operating system.
  4. "Windows Mobile through Outlook" means any handheld set up to synchronize through Outlook to a contact manager using Microsoft ActiveSync.
  5. "Windows Mobile direct" means any handheld set up to synchronize directly to a contact manager using Microsoft ActiveSync.
  6. "No default" means that the default setting for this tab varies depending on your computer's settings.