Follow up to Mav 2010 tradeshow (Scottsdale, AZ)

[slideshare id=2202113&doc=mav-slideshare-091012163809-phpapp01]

Take-aways from the tradeshow in Scottsdale:

1. CompanionLink has at least one way to sync ACT! data to all the top  smartphones
2. Most smartphones have more than one way to sync with ACT!
3. CompanionLink offers 3 tiers of support

Syncing tasks with Google, Gmail or Google Apps

While Google still hasn’t given us access to their Tasks API (so we can sync Tasks), we’ve created a workaround for the time being.  CompanionLink will sync your Tasks in Outlook, Palm Desktop, and other desktop software to your Google calendar as untimed events.

If you have a phone that syncs with your Google account, you can complete the task on your phone by inserting (complete) at the end of the subject of the task.

Original Task:
Task: Send email updates on the new product line

Completed Task:
Task: Send email updates on the new product line (complete)

Keeping private Outlook data out of ACT!

There are two ways that you can keep your private Outlook contacts from synching to ACT!:
1. Keep your private contacts in a separate Outlook folder from your corporate contacts, then configure DoubleLook to sync only with the Outlook folder containing your corporate contacts. You can find this setting under the Outlook Folders tab in the DoubleLook configuration.
– or –
2. In Outlook, categorize your private contacts as “Personal”, then configure DoubleLook to ignore records in the Personal category. You can find this setting under the Personal Category tab in the DoubleLook configuration.

There are two ways that you can prevent your private Outlook contacts from syncing to ACT!:

1. Keep your private contacts in a separate Outlook folder from your corporate contacts.  Then configure your CompanionLink product to sync only with the Outlook folder containing your corporate contacts. You can find this setting under the Outlook Folders tab in the software’s configuration.

– or –

2. In Outlook, categorize your private contacts as “Personal”, then configure your CompanionLink product to ignore records in the Personal category. You can find this setting under the Personal Category tab in the software’s configuration.