Configuring CompanionLink for ACT!
Contents |
Configuring CompanionLink for use with ACT!
ACT! Data
1. CompanionLink will fill in the most recently opened database.
2. Open ACT and go to Help > About > Database Information.
3. Make sure that the ACT database information, matches the database settings in CompanionLink.
Groups
1. You would select this option if you wish to have all of your ACT! contacts synced.
2. You would select this option if you only wish to have specific groups syncing.
3. This allows you to specify which group/category new contacts from the PDA will be added to.
User ID
1. In some cases multiple users may be utilizing the same ACT! Database. In this field you can confirm which user you wish for the incoming records to be associated with.
2. If you wish to sync all records from ACT! to your device you would select this option.
3. If you wish to sync records for specific users, including only your own you can select this option then choose which users information you would like to be synced.
Applications
1. This option prompts whether or not the Contacts are set to sync. If the box is unchecked Contacts are not set to sync. This option is also available for Calendar, Tasks and Notes.
2. This options prompts which direction information will travel. If you select your PDA to ACT the information will transfer from your PDA to ACT, but ACT information will not sync to the PDA. If you select ACT to your PDA the information will transfer from ACT to your PDA, but information from the PDA will not be synced to ACT. The option to Sync Both Ways will allow the information from your ACT to be sent to your PDA, and information from your PDA will be sent to ACT. These options are also available for Calendar, Tasks, and Notes.
3. This option prompts on the next sync for the information on your PDA to be cleared, and the information from ACT will then be synced to the phone. This option is also available for Calendar, Tasks, and Notes.
- Note: This option can only be used from ACT to your PDA. Please be aware CompanionLink will not perform a purge on your database.
4. This option allows you to choose the Primary Database. This means if you select ACT as your primary, if you delete content on your PDA the content would remain in ACT.
Finishing your Configuration
Once you have navigated through each of the tabs simply select OK to save your settings.
