This is where you enable/disable which users get converted into the corresponding Outlook Folders. A few things:
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Step 4 - Enable and Set the Individual ACT! Users
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| · | Even if a user is excluded from the conversion, the History/Notes items owned by that user are still converted to the contact body text with the corresponding user ownership.
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| · | For users that intend to share a contact folder, all the Outlook Contact Folders must be the same. You time purposes, you should only convert 1 folder and then setup the contact filters for the other users not to convert.
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| · | If you are converting more than 16K contacts into Outlook 2000 and 2002, the conversion will fail due to folder limitation of 16K. That is NOT the case with Outlook 2003.
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| Each user has 5 primary filtering options to convert contacts:
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| 1. | Convert All: All the contacts are converted
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| 2. | Convert Calendar: Only contacts that have calendar items (calls, meetings or todo's) that are not cleared are selected.
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| 3. | Convert Group: Convert only a selected group and/or subgroups.
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| 4. | Do Not Convert Contacts: No contacts are converted for this user.
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| For more information on Contact Conversion Filters, click here.
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| Include Private ACT! Contacts. When this option is set, private contacts are included in the conversion. If unset, no contacts flagged as private are converted to the Outlook Folder.
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| Match ACT! Record Manager Field for Contacts and Activities. Each ACT! Contact and Activity has a Record Manager Field. When set, only records that have a record manager ID equal to the ACT! User being converted are brought over.
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