David Knoble, CPA, PLLC

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Act! Contact Synchronization

For any­one that uses Act! to man­age con­tacts, the soft­ware is fan­tas­tic.  The largest draw­back for our use has been the poor abil­ity to syn­chro­nize with microsoft out­look.  Most soft­ware we have found to accom­plish this is either stand­alone or inte­grates into Act!  Well, we recently found some soft­ware that installs as an Out­look add-in and this soft­ware is not only flex­i­ble, but very fast

Take a look at Act! Con­nect where you can try a free ver­sion to syn­chro­nize up to 30 con­tacts.  The $19.95 cost is very rea­son­able in our opin­ion and the soft­ware seems to work well.

One tip we offer for your first synch is this:  If your Act! con­tact list is the mas­ter list, mean­ing it is 100% com­plete, first delete all your con­tacts in Microsoft Out­look and then per­form a synch.  This will help you keep from get­ting dupli­cates in both data­bases.  If you do end up with dupli­cates, then start with Act! and list the con­tacts includ­ing the cre­ation date.  Sort­ing on the cre­ation date will allow you to easy tag and delete the dupli­cates just added.  As always, backup first!

© 2010, david.knoble
by David Kno­ble, CPA, PLLC
Serv­ing Non-Profits, Busi­nesses & Indi­vid­u­als
Rock Hill, SC

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