Home » Support » Setup Guides » Tab Definitions

Definitions Of The Tabs In DoubleNotes

Notes:

1. "All contact managers" means ACT!, GoldMine and Palm Desktop.
2. "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 DoubleNotes or install DoubleNotes on a new computer or otherwise cause DoubleNotes to lose its .dat files that contain its record of what it has synched, DoubleNotes will not know that these are additional contacts. By default, these would sync back into GoldMine as new records. We recommend following the instructions for What's the best way to do an initial sync? in these situations.

Alarms

Applications

Category Field

Examples:

• If the Category Field is set to No Mapping, then all of the contacts and linked data goes into the None category.
• If the Category Field is set to Business, then all of the contacts and linked data goes into the Business category.
• 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.)

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 Calendar area of Lotus Notes.
• Unchecking an activity type here and checking it on the ToDo Map tab will result in the activity transferring to the To Do List area of Lotus Notes.
• 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 Calendar or the To Do List areas of Lotus Notes.

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 DoubleNotes, as the password is case sensitive.

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 DoubleNotes, you must set the Filter/Group tab to 'All Records', save this, exit DoubleNotes, then reopen DoubleNotes and reselect your filter. This is because DoubleNotes stores the terms of your filter and therefore cannot see the change until this is done. After doing this, you would need to follow the steps in What's the best way to do an initial sync?.

Groups

• Synchronize all ACT! contacts. All contacts in the ACT! database will be synched with Lotus Notes.
• 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 Lotus Notes. You may choose as many groups as you wish.
• Add new contacts from Lotus Notes 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 in Lotus Notes will be put into this group.

Note Options

Notes

Notes Data

Notes Login

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'.

Phone Fields

Phone Labels

Primary Database

Secondary Contacts

NOTE: If you uninstall DoubleLook or install DoubleLook on a new computer or otherwise cause DoubleLook to lose its .dat files that contain its record of what it has synched, DoubleLook will not know that these are secondary contacts. By default, these would sync back into Act as new records. We recommend rereading the Act data and selecting the option to purge and reload Outlook 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 To Do List area of Lotus Notes.
• Unchecking an activity type here and checking it on the Datebook tab will result in the activity transferring to the Calendar area of Lotus Notes.
• 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 Calendar or the To Do List areas of Lotus Notes.

Transfer Method

Note: "PC" means your contact manager.

User ID

With Palm Desktop, only one name may be selected. If you have multiple names listed here and are synching your Palm Desktop with a handheld, please see How do I find the right Palm username? for help in selecting the correct name.

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