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PRODUCT | ACT-To-Outlook Conversion Services by Personal CRM
ACT-To-Outlook Conversion Services
Designed to get your data to Outlook fast and easy, the standard conversion brings over the following data:
- All standard and User Defined Fields are converted.
- All Notes, History (with respective Attachments), and Sales Opportunities are brought over to the Contact's body text. In addition, all ownership is brought over as well.
- All ToDo's (Tasks in Outlook), Calls and Meetings (Calendar Items in Outlook) are brought over.
- All secondary Contacts are brought over as User Defined Fields.
- All Group Membership is translated to Outlook Categories.
Onsite Conversions!
For Onsite Conversions, we use Goto Meeting to login to your computer and perform the conversion on your system. You don't have to send us any data and the conversion happens right on your system.
The purchase is for a Single Conversion Service -- i.e., we will convert your database once. The provided ACT! database is converted to Outlook and we provide you with an Outlook .pst. Our deliverable is the Outlook .pst for you to use.
- Upon receipt of your purchase, you are directed to a link with upload instructions. Also, an Email is sent to you with upload instructions.
- Once the database is converted, a download link is provided that contains the resulting Outlook .pst file and instructions on mounting it into Outlook.
Important
- The number of users in the database must be the same or less than the number of users purchased for the conversion. To check, go to the Users Administration screen and count the number of users. All Users must be counted (active and inactive).
- Warning: Do not delete users from your database because it corrupts the indexes and data.
When do you need an Onsite Conversion?
- When you want to include all the Attachments (documents, Emails, etc.) that are listed in the Contact's History and Notes.
- When you want to transfer alarms from ACT! to Outlook and have the alarms execute in Outlook.
Conversion of ACT! Notes, History, Attachments, Documents, Sales Opportunities to Outlook.
- By default, all ACT! Notes, History (with or without Attachments) and Sales Opportunities are concatenated together and put as a single text mass into the Contact's Body Text.
- If you want each item to be converted into a separate Outlook Item in a Journal that can be sorted and searched via the Outlook Activities tab, you must purchase the Advanced Conversion. Independent items are also beneficial when you are converting to another CRM package.
We reserve the right to refuse any conversion
Let the Professionals do it! Satisfaction Guaranteed!
Other
products by Personal CRM:
ACT-To-Outlook
Professional - 2005 and newer Edition
The ultimate ACT! 2005 (and newer) to Outlook Tool! 2000 percent
faster than any other solution in the market. Convert all the ACT! history
items to the Outlook Contact body text. You can tag activities with a
variety of items that make it ideal for PDA's. Share calendars and more...
The safest, quickest, and smartest way to keep your ACT! Data in Outlook!
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$295 -- 1 User
$795 -- 1 User Advanced
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*Requires:
Adobe
Acrobat Reader
"I stumbled upon Tom's service via Google and so I had a bit of healthy skepticism. I was reluctantly switching from ACT! 2000 to Outlook. And I'd spent over 10 years highly customizing ACT!, including moving, adding and renaming fields. My 5,000ish Contacts are truly the life-blood of my business.
I have to say that this was a tough conversion. I'm not the most technical person out there and, because my ACT! had been so customized, it required multiple conversions. But Tom had guaranteed me that he'd get it right, and he did. More importantly, he was always very responsive -- both on the phone and via Email -- throughout the process. It was rare that he took more than a few hours to respond to every Email.
I appreciate his help and I recommend his service."
-Richard Hull
"I was referred to this service by one of our consultants and what a great service it is. All the data came over and the response was quick and top notch. Best money I have spent in a while!"
-Jan Murphy, UK
Compatible with:
ACT! 5
ACT! 6
ACT! 7 / 2005
ACT! 8 / 2006
ACT! 9 / 2007
ACT! 10 / 2008
Outlook 2000
Outlook 2002
Outlook 2003
Outlook 2007
Technical
Support
provided by Personal CRM
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