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Definitions Of The Tabs In CompanionLink Setup

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 or Windows Mobile Device Center.
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.

ACT! Data

Additional Contacts

NOTE: If you uninstall CompanionLink or install CompanionLink on a new computer or otherwise cause CompanionLink to lose its .dat files that contain its record of what it has synched, CompanionLink will not know that these are additional contacts. By default, these would sync back into GoldMine as new records. We recommend doing a purge and reload instead in these situations.

Alarms

BlackBerry Version

Calendar Format

Category Field

Examples:

• If the Category Field is set to No Mapping, then all of the contacts and linked data goes into the Unfiled/None category (depending on the handheld).
• If the Category Field is set to Business, then all of the contacts and linked data goes into the Business category. (Note: If you select this option, then all of your current data on the handheld will also be recategorized as Business unless the handheld categories have been excluded from the synchronization.)
• If the Category Field is set to Group Name, then all of the contacts and linked data goes into the same category as the contact's group (ACT! only).
• If the Category Field is set to any other field, then all of the contacts and linked data will go into a category based on what the contact has in that field. (For instance, if you select ID/Status as the field, and the contact had Vendor in the ID/Status field, it would go into a category called Vendor.)

Custom Fields

The Custom Fields tab allows you to select which fields from your contact manager should transfer to which custom fields on your handheld. On this tab, you will see Custom 1, then dropdown menu to the right of Custom 1, then on the next line, Custom 2 with a matching dropdown menu. The dropdown menus list the fields from your contact manager. If, for instance, you selected Spouse from the dropdown menu for Custom 1, then the entries from the Spouse field in your database would transfer to the Custom 1 field for the contacts in your Palm Address Book.

Database

NOTE: Do NOT use the Browse button. If your database name is not listed in the dropdown menu, then there is something else wrong with your configuration settings. Your database name should always be in the dropdown menu.

Datebook Map

• Checking an activity type here and unchecking it on the Todo Map tab will result in the activity transferring to the Datebook/Calendar area of the handheld.
• Unchecking an activity type here and checking it on the ToDo Map tab will result in the activity transferring to the Todo List/Tasks area of the handheld.
• Unchecking an activity type on both the Datebook Map and the Todo Map tab will result in the activity type not transferring at all.
• You cannot check an activity on the both the Datebook Map and Todo Map tabs. Doing so will result in no data transferring for the Datebook/Calendar or the Todo List/Tasks areas of the handheld.

Executable File

• Executable path: You can find this by right-clicking the shortcut you use to open GoldMine, and then clicking on Properties. On the Shortcut tab, the Target line contains the executable path to GoldMine.
• User ID: You can find this in GoldMine by looking in the lower righthand corner immediately to the left of the date. This is not case sensitive.
• Password: You cannot find this information in GoldMine. GoldMine does not require a password, so you may not have one. If you do have one, make sure that your Caps Lock key is off when you enter your password in CompanionLink, as the password is case sensitive.

Field Mapping

NOTE: The Other field on the Phone Numbers screen does NOT appear on the handheld.

Fields

Filter/Group

Note: Filters must be simple. We recommend using only one or two terms in your filter. If you change the terms of the filter selected in CompanionLink, you must set the Filter/Group tab to 'All Records', save this, exit CompanionLink, then reopen CompanionLink and reselect your filter. This is because CompanionLink stores the terms of your filter and therefore cannot see the change until this is done.

Groups

• Synchronize all ACT! contacts. All contacts in the ACT! database will be synched with the handheld.
• Synchronize only contacts in these groups. The groups from the ACT! database will be listed here. Putting a checkmark next to a group will cause the contacts from that group to sync with your handheld. You may choose as many groups as you wish.
• Add new contacts from the handheld to this Group. This option is only available if you select 'Synchronize only contacts in these groups'. You need to select a group from the dropdown menu. Any new contacts added on the handheld will be put into this group.

Memo Info

• For ACT!: Palm Memo Pad/Outlook Notes items are transferred to the Notes/History area of the database's MyRecord contact. To create a note in ACT! that will transfer to the Palm Memo Pad/Outlook Notes area, you would create a note in the MyRecord contact and put an asterisk (*) as the first character.
• For GoldMine: Palm Memo Pad/Outlook Notes items are transferred to the Personal Base tab of the InfoCenter. To create a note in GoldMine that will transfer to the Palm Memo Pad/Outlook Notes area, you would create a note in the Personal Base tab of the InfoCenter and put an asterisk (*) in the Keyword, Subject, Topic or Book field.
• For Lotus Notes: Palm Memo Pad/Outlook Notes items are transferred to the Comments section under the Briefcase tab of the contact. To create a note in Lotus Notes that will transfer to the Palm Memo Pad/Outlook Notes area, you would add it in this same section.

Note Options

Notes

Notes Data

Notes Login

Outlook Address

Outlook Folders

Note: If you click on this tab, you must wait for it to load the Outlook folders. If you are on an Exchange folder, this can take a long time. Do NOT click Cancel or close CompanionLink during this process. If you do, you will receive an error message each time thereafter that you try to configure or synchronize with CompanionLink. Please see our Errors page for help fixing this problem if you receive an error.

Palm Phone

Personal Category

• Marking a record as Private, instead of categorizing it as Personal. Records marked as private are not automatically considered to be personal. You must categorize the record as Personal as well.
• The Personal category must be called 'Personal'. This tab only allows you to exclude this category. It would not exclude records in a category called 'Personel', 'Personal Category' or 'Personal -- Family'.
• Multiple category selection. CompanionLink can only see the first category selected for a record. However, Outlook allows you to select multiple categories for the same contact. If your Personal records also have other categories in addition to Personal, then this can cause the records to synchronize anyway.

Phone Fields

NOTE: The Other field does NOT appear on the handheld.

Phone Labels

Primary Database

Purge and Reload

If you are synching for the first time, have changed computers, or uninstalled and reinstalled CompanionLink, you need to do this. This is typically done in these situations in order to prevent duplications. On a first sync, by default, all of your data from the handheld will synchronize into your contact manager and vice versa. If you have similar data in both places, the data will be duplicated. If you have used another synchronization program, or have uninstalled and reinstalled CompanionLink, or are changing computers, you are strongly urged to do this.

This may also be done to remove corrupt or duplicate data from the handheld, or to make sure that current data is being sent to the handheld.

Note: Categories EXCLUDED from synchronization will NOT be affected by the Purge And Reload process.

Secondary Contacts

NOTE: If you uninstall CompanionLink or install CompanionLink on a new computer or otherwise cause CompanionLink to lose its .dat files that contain its record of what it has synched, CompanionLink will not know that these are secondary contacts. By default, these would sync back into Act as new records. We recommend doing a purge and reload instead in these situations.

To Do Map

• Checking an activity type here and unchecking it on the Datebook tab will result in the activity transferring to the Todo List/Tasks area of the handheld.
• Unchecking an activity type here and checking it on the Datebook tab will result in the activity transferring to the Datebook/Calendar area of the handheld.
• Unchecking an activity type on both the Datebook Map and the Todo Map tab will result in the activity type not transferring at all.
• You cannot check an activity on the both the Datebook Map and Todo Map tabs. Doing so will result in no data transferring for the Datebook/Calendar or the Todo List/Tasks areas of the handheld.

Transfer Method

User ID

Please see the ACT! configuration page for information about the additional options available to ACT! users.