Contacts import ACT! to Outlook lost dates on notes history Jimmy Stahl 5/19/2007 3:49:37 PM Is there a secret to getting the dates of notes to import (in Outlook history) when moving a database from ACT! (version 6) to Outlook (2007)? This is a very import issue in order to make the switch, and I can't find any knowledge on it. Maybe I missed a mapping feature. The dates of emails history all imported ok, but all notes history has the same date (for every note) when I did the import. Any advice is much appreciated. -- J5 XP Machines

Re: Contacts import ACT! to Outlook lost dates on notes history "Lon Orenstein" <Lon[ at ]pinpointtools.com> 5/20/2007 1:22:55 PM Yeah, this is what BCM does during import -- the original date of the note gets changed to the data of the import. The BCM Team is working on that now and will hopefully post a fix soon. You could import your ACT! database without notes and history, wait for the fix (go back to ACT and look for a note on the occasions you need to do it), and then import the same database again, this time specifying to import notes and history. BCM will add those to your existing records. Be careful about changing names of anyone in BCM, though... HTH, Lon ___________________________________________________________ Lon Orenstein pinpointtools, llc Lon[ at ]pinpointtools.com Author of Outlook 2007 Business Contact Manager For Dummies Author of the eBook: Moving from ACT! to Business Contact Manager 800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104 www.pinpointtools.com "Jimmy Stahl" <JimmyStahl[ at ]discussions.microsoft.com> wrote in message news:9A580D51-D1D1-4625-ABBD-506700E12240[ at ]microsoft.com... [Quoted Text] > Is there a secret to getting the dates of notes to import (in Outlook > history) when moving a database from ACT! (version 6) to Outlook (2007)? > This > is a very import issue in order to make the switch, and I can't find any > knowledge on it. Maybe I missed a mapping feature. The dates of emails > history all imported ok, but all notes history has the same date (for > every > note) when I did the import. Any advice is much appreciated. > -- > J5 XP Machines

Re: Contacts import ACT! to Outlook lost dates on notes history Jimmy Stahl 5/20/2007 8:32:00 PM OK, so it's better to wait for the fix and then import, thank you. May I ask you if there is a way to sync BCM on two or three PCs and a handheld, and if there is any reference to the instx? -- J5 XP Machines "Lon Orenstein" wrote: [Quoted Text] > Yeah, this is what BCM does during import -- the original date of the note > gets changed to the data of the import. The BCM Team is working on that now > and will hopefully post a fix soon. You could import your ACT! database > without notes and history, wait for the fix (go back to ACT and look for a > note on the occasions you need to do it), and then import the same database > again, this time specifying to import notes and history. BCM will add those > to your existing records. Be careful about changing names of anyone in BCM, > though... > > HTH, > Lon > > ___________________________________________________________ > Lon Orenstein > pinpointtools, llc > Lon[ at ]pinpointtools.com > Author of Outlook 2007 Business Contact Manager For Dummies > Author of the eBook: Moving from ACT! to Business Contact Manager > 800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104 > www.pinpointtools.com > > > "Jimmy Stahl" <JimmyStahl[ at ]discussions.microsoft.com> wrote in message > news:9A580D51-D1D1-4625-ABBD-506700E12240[ at ]microsoft.com... > > Is there a secret to getting the dates of notes to import (in Outlook > > history) when moving a database from ACT! (version 6) to Outlook (2007)? > > This > > is a very import issue in order to make the switch, and I can't find any > > knowledge on it. Maybe I missed a mapping feature. The dates of emails > > history all imported ok, but all notes history has the same date (for > > every > > note) when I did the import. Any advice is much appreciated. > > -- > > J5 XP Machines > >

Re: Contacts import ACT! to Outlook lost dates on notes history "Lon Orenstein" <Lon[ at ]pinpointtools.com> 5/20/2007 10:19:45 PM Yes, BCM will allow synching to/from a master database. The instructions are OK in the Help file and there are links to the BCM Team blog http://blogs.msdn.com/bcm . My BCM For Dummies book has a lot more detailed instructions in it. It's not that hard, really. Just setup a master database and then have the laptops Select it as a database. There will be a wizard step you through creating an Offline database for the laptop. For handhelds, check out Companionlink and Pocket Mirror to synch BCM contacts to. There's a freebie from Microsoft that is OK but it stores its data separately from the main Pocket Outlook store and it only runs on Pocket PC's and Smartphones. HTH, Lon ___________________________________________________________ Lon Orenstein pinpointtools, llc Lon[ at ]pinpointtools.com Author of Outlook 2007 Business Contact Manager For Dummies Author of the eBook: Moving from ACT! to Business Contact Manager 800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104 www.pinpointtools.com "Jimmy Stahl" <JimmyStahl[ at ]discussions.microsoft.com> wrote in message news:A3DC4C65-EFCE-42E3-BA76-E53328608220[ at ]microsoft.com... [Quoted Text] > OK, so it's better to wait for the fix and then import, thank you. May I > ask > you if there is a way to sync BCM on two or three PCs and a handheld, and > if > there is any reference to the instx? > > -- > J5 XP Machines > > > "Lon Orenstein" wrote: > >> Yeah, this is what BCM does during import -- the original date of the >> note >> gets changed to the data of the import. The BCM Team is working on that >> now >> and will hopefully post a fix soon. You could import your ACT! database >> without notes and history, wait for the fix (go back to ACT and look for >> a >> note on the occasions you need to do it), and then import the same >> database >> again, this time specifying to import notes and history. BCM will add >> those >> to your existing records. Be careful about changing names of anyone in >> BCM, >> though... >> >> HTH, >> Lon >> >> ___________________________________________________________ >> Lon Orenstein >> pinpointtools, llc >> Lon[ at ]pinpointtools.com >> Author of Outlook 2007 Business Contact Manager For Dummies >> Author of the eBook: Moving from ACT! to Business Contact Manager >> 800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104 >> www.pinpointtools.com >> >> >> "Jimmy Stahl" <JimmyStahl[ at ]discussions.microsoft.com> wrote in message >> news:9A580D51-D1D1-4625-ABBD-506700E12240[ at ]microsoft.com... >> > Is there a secret to getting the dates of notes to import (in Outlook >> > history) when moving a database from ACT! (version 6) to Outlook >> > (2007)? >> > This >> > is a very import issue in order to make the switch, and I can't find >> > any >> > knowledge on it. Maybe I missed a mapping feature. The dates of emails >> > history all imported ok, but all notes history has the same date (for >> > every >> > note) when I did the import. Any advice is much appreciated. >> > -- >> > J5 XP Machines >> >>

Re: Contacts import ACT! to Outlook lost dates on notes history Jimmy Stahl 5/25/2007 2:43:00 AM Thanks again Lon... and I assume that custom forms will sync to a master db, but do I have to manually customize forms on each device before they'll sync, or will the master db sync out the custom forms before the data sync? And do you have an idea how long before the history date fix? Jim -- J5 XP Machines "Lon Orenstein" wrote: [Quoted Text] > Yes, BCM will allow synching to/from a master database. The instructions > are OK in the Help file and there are links to the BCM Team blog > http://blogs.msdn.com/bcm . My BCM For Dummies book has a lot more detailed > instructions in it. It's not that hard, really. Just setup a master > database and then have the laptops Select it as a database. There will be a > wizard step you through creating an Offline database for the laptop. > > For handhelds, check out Companionlink and Pocket Mirror to synch BCM > contacts to. There's a freebie from Microsoft that is OK but it stores its > data separately from the main Pocket Outlook store and it only runs on > Pocket PC's and Smartphones. > > HTH, > Lon > > ___________________________________________________________ > Lon Orenstein > pinpointtools, llc > Lon[ at ]pinpointtools.com > Author of Outlook 2007 Business Contact Manager For Dummies > Author of the eBook: Moving from ACT! to Business Contact Manager > 800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104 > www.pinpointtools.com > > > "Jimmy Stahl" <JimmyStahl[ at ]discussions.microsoft.com> wrote in message > news:A3DC4C65-EFCE-42E3-BA76-E53328608220[ at ]microsoft.com... > > OK, so it's better to wait for the fix and then import, thank you. May I > > ask > > you if there is a way to sync BCM on two or three PCs and a handheld, and > > if > > there is any reference to the instx? > > > > -- > > J5 XP Machines > > > > > > "Lon Orenstein" wrote: > > > >> Yeah, this is what BCM does during import -- the original date of the > >> note > >> gets changed to the data of the import. The BCM Team is working on that > >> now > >> and will hopefully post a fix soon. You could import your ACT! database > >> without notes and history, wait for the fix (go back to ACT and look for > >> a > >> note on the occasions you need to do it), and then import the same > >> database > >> again, this time specifying to import notes and history. BCM will add > >> those > >> to your existing records. Be careful about changing names of anyone in > >> BCM, > >> though... > >> > >> HTH, > >> Lon > >> > >> ___________________________________________________________ > >> Lon Orenstein > >> pinpointtools, llc > >> Lon[ at ]pinpointtools.com > >> Author of Outlook 2007 Business Contact Manager For Dummies > >> Author of the eBook: Moving from ACT! to Business Contact Manager > >> 800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104 > >> www.pinpointtools.com > >> > >> > >> "Jimmy Stahl" <JimmyStahl[ at ]discussions.microsoft.com> wrote in message > >> news:9A580D51-D1D1-4625-ABBD-506700E12240[ at ]microsoft.com... > >> > Is there a secret to getting the dates of notes to import (in Outlook > >> > history) when moving a database from ACT! (version 6) to Outlook > >> > (2007)? > >> > This > >> > is a very import issue in order to make the switch, and I can't find > >> > any > >> > knowledge on it. Maybe I missed a mapping feature. The dates of emails > >> > history all imported ok, but all notes history has the same date (for > >> > every > >> > note) when I did the import. Any advice is much appreciated. > >> > -- > >> > J5 XP Machines > >> > >> > >