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Example: Each User with their own set of folders
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ACT! Multi-User Database
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Outlook Folders
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User John:
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John's Outlook Folders:
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User Paul:
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Paul's Outlook Folders:
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User LastUser:
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LastUser's Outlook Folders:
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| Step 1: Create a contact, calendar and tasks folder in Outlook for each user defined in ACT!
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| Step 2: Click on the user in ACT! and then select their appropriate folders:
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| Step 3: Select the contact filter for this user.
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| Step 4: Select the Activities to convert from the Activities Options
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| After the activities options are selected, press convert and all the enabled (checked) contacts are selected for processing and processed.
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| Modification 1
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| If you want only the contacts that belong to the user (record manager is the same as the user), check the Match ACT! Record Manager Field for Contacts and Activities and only those items will transferred over.
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