ACT! Road Show (San Francisco, CA)

When: September 1, 2009

Where:
The Bently Reserve (Map it!)
301 Battery St.
San Francisco, CA 94111

We’ve partnered with Power of 3 Consulting for this road show. Here’s the full agenda here.

Registration is free, and we’ll be giving away some goodies!

301 Battery St.
San Francisco, CA 94111

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.

How to select specific ACT! Groups to sync

Don’t need all 20,000 ACT! contacts on your phone? CompanionLink has a way to limit the sync to only the data you actually need.

The “Groups” tab in CompanionLink lets you choose specific ACT! Groups that you want to sync. Here’s a video that shows you how.

Video: How to sync ACT! with Google

[vimeo https://vimeo.com/5208875]

Why sync ACT! with Google?  Because then you can use the free Google Sync service to sync data between Google and your phone.  This gives you free wireless sync of ACT! contacts and calendar with your phone, courtesy of CompanionLink (a one-time purchase) and Google Sync (free).

Here’s more info about how it works.

Speed Patch for BlackBerry phones

speed

Starting with CompanionLink Express and Pro builds 3068 and higher, BlackBerry users who have over 1000 contact records and who are running BlackBerry OS 4.5 – 4.7 will be prompted to install the speed patch on their phone at the end of each synchronization, as part of the Sync Completed message.

The patch increases the sync speed by logging record transaction times.
This allows CompanionLink to synchronize by looking only at changed records on the BlackBerry instead of querying the entire BlackBerry database for changes. This frequently cuts sync times down by 50% or more.

Users can install the patch by downloading it directly onto their device. You can get more details here: companionlink.com/speedpatch

Sync Outlook Business Contact Manager with phones

CompanionLink can sync Outlook 2007 Business Contact Manager data with BlackBerry, iPhone, Palm Pre, Google, Windows Mobile and Palm OS phones.

In fact, Microsoft’s help portal mentions CompanionLink as a solution for BCM sync with various devices not supported natively by Microsoft.

ms-bcm

Here is a list of the Outlook BCM data CompanionLink syncs:

  • Contacts
  • Categories
  • Contact notes
  • Opportunities
  • Business projects
  • Project tasks
  • Marketing campaigns

Here is a list of the Outlook data CompanionLink syncs:

  • Contacts
  • Calendar events linked to contacts
  • Calendar event details and notes
  • Recurring events
  • Tasks
  • Categories
  • Contact notes
  • User-defined fields
  • Alarms and calendar reminders

Get more info about Outlook BCM sync.

T-Mobile myTouch 3G

mytouch3g

Source: BusinessWeek
Image Source: CNET

This second generation Google Android phone will be available on August 5 through T-Mobile.   Reviews show that this phone is a significant step forward for the Google Android mobile platform from the first phone – the G1.

However, complete compatibility with Microsoft Exchange seems to be crippled.

Here’s what BusinessWeek said about the phone’s Exchange support:

“You can send and receive Exchange e-mail, but unlike the iPhone or Palm Pre, there’s no direct access to Exchange’s contact and calendar features. Instead, the myTouch requires you to use Google’s Contact Sync and Calendar Sync to move data from Outlook to a Google server, and from there to the handset. It’s a clumsy and incomplete solution.”

CompanionLink for Google provides a robust solution to fit that puzzle by synchronizing Outlook contacts, calendar and tasks with Google.  It also supports sync of multiple Outlook calendars and multiple and shared Google calendars.

Closing ACT! activities and creating history item

CompanionLink allows you to complete an ACT! calendar activity on your phone.  CompanionLink allows creates a History item for the completed activity.

You can do this by inserting a forward slash “/” in the subject line of the calendar activity on your phone.

For example, if you have a phone call at 2:30 that needs to be marked as complete, you can insert a “/” at the beginning of the subject of the calendar activity:

/(c) Follow-up with CompanionLink

When CompanionLink will sync this data back to ACT!, it will complete the activity and create a History item in ACT!.  Of course, History needs to be enabled under the Note Options tab.

Linking contacts to calendar activities/events

Here’s a common request:

“I’m using ACT!.  How do I link a contact to a calendar activity on my phone?  Also, how do I see the name of the contact without opening up the calendar activity on my phone?”

CompanionLink can link contacts to calendar activities.  CompanionLink also has a Calendar Format tab that allows you to define where the contact will show up on your phone.

If you select the “Description preceded by link name” option, this will put the name of the contact just in front of the subject of the Calendar Activity.  This way, when you look on your phone’s calendar, you’ll see the name in your daily schedule.

calendar-format