ACT 6 import - Act Calls Bob Patterson 5/9/2007 11:59:02 PM Hi There, When I tried to import my database, all my future calls were posted to the Phone Log & not as a task. Is there a work around for this? Thanks -- Bob

Re: ACT 6 import - Act Calls Luther <enowning[ at ]gmail.com> 5/10/2007 10:20:31 PM On May 9, 4:59 pm, Bob Patterson <BobPatter...[ at ]discussions.microsoft.com> wrote: [Quoted Text] > Hi There, > > When I tried to import my database, all my future calls were posted to the > Phone Log & not as a task. Is there a work around for this? > > Thanks > -- > Bob I don't know an official work around, however your ACT data gets converted to a .BCM file which then gets imported into BCM. The .BCM file is XML, and PhoneLog and Task are bound to data in XML elements. You could try editing the XML to change the PhoneLogs to Tasks, and then importing the edited file into BCM.

Re: ACT 6 import - Act Calls Bob Patterson 5/10/2007 10:37:01 PM Thanks Luther. That's an interesting idea. Is there any documentation to review to see how the records should look? -- Bob "Luther" wrote: [Quoted Text] > On May 9, 4:59 pm, Bob Patterson > <BobPatter...[ at ]discussions.microsoft.com> wrote: > > Hi There, > > > > When I tried to import my database, all my future calls were posted to the > > Phone Log & not as a task. Is there a work around for this? > > > > Thanks > > -- > > Bob > > I don't know an official work around, however your ACT data gets > converted to a .BCM file which then gets imported into BCM. > > The .BCM file is XML, and PhoneLog and Task are bound to data in XML > elements. You could try editing the XML to change the PhoneLogs to > Tasks, and then importing the edited file into BCM. > >

Re: ACT 6 import - Act Calls Luther <enowning[ at ]gmail.com> 5/14/2007 5:18:44 AM On May 10, 3:37 pm, Bob Patterson <BobPatter...[ at ]discussions.microsoft.com> wrote: [Quoted Text] > Thanks Luther. That's an interesting idea. Is there any documentation to > review to see how the records should look? > -- > Bob > > > > "Luther" wrote: > > On May 9, 4:59 pm, Bob Patterson > > <BobPatter...[ at ]discussions.microsoft.com> wrote: > > > Hi There, > > > > When I tried to import my database, all my future calls were posted to the > > > Phone Log & not as a task. Is there a work around for this? > > > > Thanks > > > -- > > > Bob > > > I don't know an official work around, however your ACT data gets > > converted to a .BCM file which then gets imported into BCM. > > > The .BCM file is XML, and PhoneLog and Task are bound to data in XML > > elements. You could try editing the XML to change the PhoneLogs to > > Tasks, and then importing the edited file into BCM.- Hide quoted text - > > - Show quoted text - Create an account and add a PhoneLog and a Task to it. Just give them names/subjects, the other fields don't matter. Then export just that account to a BCM file and open the BCM file in notepad--with earlier versions BCM you can only export the entire database, in which case you'll have to search for the new account in the BCM file. In the file the account will have the PhoneLog and Task as sub- sections. Compare the two. Edited for brevity, you should see something like this: <Account> .... <FileAs>AccountAlpha</FileAs> .... <Activity> .... <ActivityType>15</ActivityType> <Subject>PhoneLogBeta</Subject> .... </Activity> <Activity> .... <ActivityType>17</ActivityType> <Subject>TaskBeta</Subject> .... </Activity> So, to import the PhoneLog as a task, change the value of ActivityType from 15 to 17. Note that BCM will only create Outlook Tasks for Tasks that will complete in the future, otherwise it just records the task in BCM, so that it appears in the Account's history. You can fiddle with the other values of the ACT PhoneLogs in the XML to customize the Tasks that will be created in Outlook/BCM. I did something similar a few years ago and ended up writing a simple program to generate the required BCM to import data from another application. The trick is to experiment with the XML fields to see what goes where and so on. Depending on how much data you have it will either be easier to make the changes manually in BCM, or, if you have sufficient data, it will be worth you time to massage the data in the BCM file.