Act! 2010 to Outlook 2007 calendar integration

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L

Liontamer

General Info:

I am using Windows XP Media Center Edition, SP3

I have onboard Microsoft Office Professional 2007

My Question:

Recently I purchased Act! 2010 for my CRM needs.

I was also encouraged to purchase: The Official Act! by Sage QuickStudy Guide

written by: Susan Clark, Act! Certified Consultant, Swiftpage Certified

Consultant, Cornerstone Solutions, Inc.

I was expecting that by studying this publication for my training purposes

that I would acquire a good understanding of the functionality of the Act!

2010 program. Unfortunately, I've run into three specific problems, one

which I will elaborate upon herein.

Using the Act!2010Demo which comes with the program itself, appearing on the

contact tab, of the program itself, I attempted to learn more about the Act!

program by following the directions within the QuickStudy Guide. I did not

attempt to set up my own database with this program. For I felt it was more

important to familiarize myself with how the Act! 2010 features work.

The program itself at it's most basic level does a fine job in the area of

basic contact management. However, I felt it would be better to first get

acquainted with the programs many features before actually putting the

program to use for my own business purposes. Simply put, my thinking on this

amounts to: learn it first the right way the first time rather than doing

something wrong, undoing it, and redoing it correctly. Which i think most

people would agree is an excellent approach to a feature rich program such as

Act! 2010.

So what is my problem?

Well following the instructions in the QuickStudy Guide (QSG) on pages 132 -

135 and just using the Act2010Demo, I attempt to: Copy > Act! calendar to

Outlook (recommended). This was Step #4 on page 132 of the QSG. By

following this instruction, I am expecting only that the Act calendar will be

copied to my Outlook calendar.

Step #3 allowed me to choose: Other > Current Month

All I wanted to see here was for the data on the Act calendar for one month

if it would copy to my Outlook calendar for the current month. But that is

not what happened. In fact, the Act program copied everything from my Act

2010 Demo calendar to my Outlook 2007 calendar for several years. Why this

happened: I don't understand.

Furthermore, I cannot remove the activities. I've tried to check: Remove

Act! activities from Outlook. And then both: Remove Act! activities from

Outlook and Outlook activities from Act! (even though I never selected to

copy my calendar from Outlook to Act!). In both cases, I cannot seem to

remove the activities from my Outlook calendar. And I do not understand why?

or what happened to cause this?

I even went back to the Act! Scheduer dialog, and I made sure that the Stop

Service option was selected. I tried to remove the activities once again

from my Outlook calendar and still no results.

This is a major problem in my Outlook 2007 calendar now. All I wanted to

see happen was for only one month to be copied from the Act! 2010 Demo to my

Outlook 2007 calendar. Then I wanted to remove it as instructed on page 135

of the QSG. Again, the entire calendar from the Act! 2010 Demo copied over

into my Outlook 2007 calendar, not once by about five times (in the day view)

and according to what I can see on my calendar view (3 times copied) of

Outlook.

I feel company Act! by Sage is responsible for this incorrect training

advice to its new users. And I've expressed my concerns to their customer

service people and now in the general manager's office for North America. As

you can well imagine, I am annoyed and frustrated that the Act! by Sage

organization did not scrutinize the publication written by Susan Clark enough

to see that what she is teaching in her QSG, works properly with the online

Act2010Demo.

I am writing you today in the hopes of learning that perhaps Microsoft's

program has something to do with this problem.

You need to know that earlier this morning, I ran the Microsoft Office

Diagnostics on my computer system. The results follow:

Diagnostics run: 6

Diagnostics that ID-ed problems: 0

Diagnostics that took corrective actions: 0

I'm surprised at Act! by Sage for not checking upon how the recommendations

within the QSG reacts with their own Act2010Demo online. How else are their

new customers supposed to learn about such a complex program? Why Act! 2010

by Sage Editors let this slip by them is beyond me.

Right now, I am seeking help on solving the aforementioned problem. Perhaps

a Microsoft MVP understands this situation. I need to remove the activities

copied from the Act2010Demo to my Outlook 2007 calendar. I don't want to

lose anything all ready in my Outlook 2007 folders, etc.

It seems as if the sales people over at Act! 2010 are doing a fine job.

They seem to really want to be helpful to new customers. But it also seems

that Act! Customer Service is pulling a fast one on it's customers. Because

they give you only so much time on what they call: Getting Started Support

then they cut you off. The new customer then finds themselves trapped in a

difficult situation. They need to have the customer support services of

Act!. But getting this support will now cost you $299 to $499 for an annual

support contract. Holly cow, I didn't expect that when I signed on and

purchased their Act!2010 program, which I felt was fairly priced at that time.

In my opinion, there's something wrong with that model of salemanship. Even

if I agreed to a one time charge of $45 to solve a particular incident

involving their Act! 2010 program then it's still not fair play with their

new customers.

It all boils down to this: The Act! 2010 by Sage company executives sell

the QSG. That QSG should in fact easily and precisely train a new user on

how their program operates, in all its functionalities. If the training

instructions within their QSG fails to explain the programs functionality

properly then it shoud be the Act! by Sage organizations responsibility to

make things right. And not by forcing the new customer to explore their

extensive knowledgebase for answers themselves. They caused the situation to

occur. They need to fix it.

And, just for your information, I spent several hours this morning

attempting to review and look through the Act! by Sage Knowledgebase. I am

exhausted trying to make heads or tails of this situation. I now ask my

friends at Microsoft Discussion Group for help. Thank you.
 

Diane Poremsky

Senior Member
Outlook version
Outlook 2016 32 bit
Email Account
Office 365 Exchange
Because not many of us here use Act, you'll get better answers in the Act

forums - http://community.act.com/sage/

My comments (which may not match those in the Act community since I don't

use Act) are:

Did their tutorial use outlook 2007? If not things might have changed if the

new version.

1. Unless the Act calendar allows you to pick dates, expect that its going

to import.

2. Did you try deleting them from the outlook calendar? Use a view such as

all appointments - or By category if they have a unique category - and

delete. It might be easier to add the last modified field to the view sort

by if.

"Liontamer" <Liontamer> wrote in message

news:2193D821-2FBB-45D3-8496-3BE41B12FF64@microsoft.com...
> General Info:
> I am using Windows XP Media Center Edition, SP3
> I have onboard Microsoft Office Professional 2007

> My Question:
> Recently I purchased Act! 2010 for my CRM needs.
> I was also encouraged to purchase: The Official Act! by Sage QuickStudy
> Guide
> written by: Susan Clark, Act! Certified Consultant, Swiftpage Certified
> Consultant, Cornerstone Solutions, Inc.

> I was expecting that by studying this publication for my training purposes
> that I would acquire a good understanding of the functionality of the Act!
> 2010 program. Unfortunately, I've run into three specific problems, one
> which I will elaborate upon herein.

> Using the Act!2010Demo which comes with the program itself, appearing on
> the
> contact tab, of the program itself, I attempted to learn more about the
> Act!
> program by following the directions within the QuickStudy Guide. I did
> not
> attempt to set up my own database with this program. For I felt it was
> more
> important to familiarize myself with how the Act! 2010 features work.

> The program itself at it's most basic level does a fine job in the area of
> basic contact management. However, I felt it would be better to first get
> acquainted with the programs many features before actually putting the
> program to use for my own business purposes. Simply put, my thinking on
> this
> amounts to: learn it first the right way the first time rather than doing
> something wrong, undoing it, and redoing it correctly. Which i think most
> people would agree is an excellent approach to a feature rich program such
> as
> Act! 2010.

> So what is my problem?
> Well following the instructions in the QuickStudy Guide (QSG) on pages
> 132 -
> 135 and just using the Act2010Demo, I attempt to: Copy > Act! calendar to
> Outlook (recommended). This was Step #4 on page 132 of the QSG. By
> following this instruction, I am expecting only that the Act calendar will
> be
> copied to my Outlook calendar.

> Step #3 allowed me to choose: Other > Current Month
> All I wanted to see here was for the data on the Act calendar for one
> month
> if it would copy to my Outlook calendar for the current month. But that
> is
> not what happened. In fact, the Act program copied everything from my Act
> 2010 Demo calendar to my Outlook 2007 calendar for several years. Why
> this
> happened: I don't understand.

> Furthermore, I cannot remove the activities. I've tried to check: Remove
> Act! activities from Outlook. And then both: Remove Act! activities from
> Outlook and Outlook activities from Act! (even though I never selected to
> copy my calendar from Outlook to Act!). In both cases, I cannot seem to
> remove the activities from my Outlook calendar. And I do not understand
> why?
> or what happened to cause this?

> I even went back to the Act! Scheduer dialog, and I made sure that the
> Stop
> Service option was selected. I tried to remove the activities once again
> from my Outlook calendar and still no results.

> This is a major problem in my Outlook 2007 calendar now. All I wanted to
> see happen was for only one month to be copied from the Act! 2010 Demo to
> my
> Outlook 2007 calendar. Then I wanted to remove it as instructed on page
> 135
> of the QSG. Again, the entire calendar from the Act! 2010 Demo copied
> over
> into my Outlook 2007 calendar, not once by about five times (in the day
> view)
> and according to what I can see on my calendar view (3 times copied) of
> Outlook.

> I feel company Act! by Sage is responsible for this incorrect training
> advice to its new users. And I've expressed my concerns to their customer
> service people and now in the general manager's office for North America.
> As
> you can well imagine, I am annoyed and frustrated that the Act! by Sage
> organization did not scrutinize the publication written by Susan Clark
> enough
> to see that what she is teaching in her QSG, works properly with the
> online
> Act2010Demo.

> I am writing you today in the hopes of learning that perhaps Microsoft's
> program has something to do with this problem.

> You need to know that earlier this morning, I ran the Microsoft Office
> Diagnostics on my computer system. The results follow:
> Diagnostics run: 6
> Diagnostics that ID-ed problems: 0
> Diagnostics that took corrective actions: 0

> I'm surprised at Act! by Sage for not checking upon how the
> recommendations
> within the QSG reacts with their own Act2010Demo online. How else are
> their
> new customers supposed to learn about such a complex program? Why Act!
> 2010
> by Sage Editors let this slip by them is beyond me.

> Right now, I am seeking help on solving the aforementioned problem.
> Perhaps
> a Microsoft MVP understands this situation. I need to remove the
> activities
> copied from the Act2010Demo to my Outlook 2007 calendar. I don't want to
> lose anything all ready in my Outlook 2007 folders, etc.

> It seems as if the sales people over at Act! 2010 are doing a fine job.
> They seem to really want to be helpful to new customers. But it also
> seems
> that Act! Customer Service is pulling a fast one on it's customers.
> Because
> they give you only so much time on what they call: Getting Started Support
> then they cut you off. The new customer then finds themselves trapped in
> a
> difficult situation. They need to have the customer support services of
> Act!. But getting this support will now cost you $299 to $499 for an
> annual
> support contract. Holly cow, I didn't expect that when I signed on and
> purchased their Act!2010 program, which I felt was fairly priced at that
> time.

> In my opinion, there's something wrong with that model of salemanship.
> Even
> if I agreed to a one time charge of $45 to solve a particular incident
> involving their Act! 2010 program then it's still not fair play with their
> new customers.

> It all boils down to this: The Act! 2010 by Sage company executives sell
> the QSG. That QSG should in fact easily and precisely train a new user on
> how their program operates, in all its functionalities. If the training
> instructions within their QSG fails to explain the programs functionality
> properly then it shoud be the Act! by Sage organizations responsibility to
> make things right. And not by forcing the new customer to explore their
> extensive knowledgebase for answers themselves. They caused the situation
> to
> occur. They need to fix it.

> And, just for your information, I spent several hours this morning
> attempting to review and look through the Act! by Sage Knowledgebase. I
> am
> exhausted trying to make heads or tails of this situation. I now ask my
> friends at Microsoft Discussion Group for help. Thank you.
 
L

Liontamer

Hi Diane Poremsky:

I will be trying out your suggestions in the near future. And I will get

back to you once I've determined the effects of your advice. Please standby,

I will get back to you soon. Thank you.

"Diane Poremsky [MVP]" wrote:


> Because not many of us here use Act, you'll get better answers in the Act
> forums - http://community.act.com/sage/

> My comments (which may not match those in the Act community since I don't
> use Act) are:
> Did their tutorial use outlook 2007? If not things might have changed if the
> new version.

> 1. Unless the Act calendar allows you to pick dates, expect that its going
> to import.
> 2. Did you try deleting them from the outlook calendar? Use a view such as
> all appointments - or By category if they have a unique category - and
> delete. It might be easier to add the last modified field to the view sort
> by if.

> "Liontamer" <Liontamer> wrote in message
> news:2193D821-2FBB-45D3-8496-3BE41B12FF64@microsoft.com...
> > General Info:
> > I am using Windows XP Media Center Edition, SP3
> > I have onboard Microsoft Office Professional 2007
> > My Question:
> > Recently I purchased Act! 2010 for my CRM needs.
> > I was also encouraged to purchase: The Official Act! by Sage QuickStudy
> > Guide
> > written by: Susan Clark, Act! Certified Consultant, Swiftpage Certified
> > Consultant, Cornerstone Solutions, Inc.
> > I was expecting that by studying this publication for my training purposes
> > that I would acquire a good understanding of the functionality of the Act!
> > 2010 program. Unfortunately, I've run into three specific problems, one
> > which I will elaborate upon herein.
> > Using the Act!2010Demo which comes with the program itself, appearing on
> > the
> > contact tab, of the program itself, I attempted to learn more about the
> > Act!
> > program by following the directions within the QuickStudy Guide. I did
> > not
> > attempt to set up my own database with this program. For I felt it was
> > more
> > important to familiarize myself with how the Act! 2010 features work.
> > The program itself at it's most basic level does a fine job in the area of
> > basic contact management. However, I felt it would be better to first get
> > acquainted with the programs many features before actually putting the
> > program to use for my own business purposes. Simply put, my thinking on
> > this
> > amounts to: learn it first the right way the first time rather than doing
> > something wrong, undoing it, and redoing it correctly. Which i think most
> > people would agree is an excellent approach to a feature rich program such
> > as
> > Act! 2010.
> > So what is my problem?
> > Well following the instructions in the QuickStudy Guide (QSG) on pages
> > 132 -
> > 135 and just using the Act2010Demo, I attempt to: Copy > Act! calendar to
> > Outlook (recommended). This was Step #4 on page 132 of the QSG. By
> > following this instruction, I am expecting only that the Act calendar will
> > be
> > copied to my Outlook calendar.
> > Step #3 allowed me to choose: Other > Current Month
> > All I wanted to see here was for the data on the Act calendar for one
> > month
> > if it would copy to my Outlook calendar for the current month. But that
> > is
> > not what happened. In fact, the Act program copied everything from my Act
> > 2010 Demo calendar to my Outlook 2007 calendar for several years. Why
> > this
> > happened: I don't understand.
> > Furthermore, I cannot remove the activities. I've tried to check: Remove
> > Act! activities from Outlook. And then both: Remove Act! activities from
> > Outlook and Outlook activities from Act! (even though I never selected to
> > copy my calendar from Outlook to Act!). In both cases, I cannot seem to
> > remove the activities from my Outlook calendar. And I do not understand
> > why?
> > or what happened to cause this?
> > I even went back to the Act! Scheduer dialog, and I made sure that the
> > Stop
> > Service option was selected. I tried to remove the activities once again
> > from my Outlook calendar and still no results.
> > This is a major problem in my Outlook 2007 calendar now. All I wanted to
> > see happen was for only one month to be copied from the Act! 2010 Demo to
> > my
> > Outlook 2007 calendar. Then I wanted to remove it as instructed on page
> > 135
> > of the QSG. Again, the entire calendar from the Act! 2010 Demo copied
> > over
> > into my Outlook 2007 calendar, not once by about five times (in the day
> > view)
> > and according to what I can see on my calendar view (3 times copied) of
> > Outlook.
> > I feel company Act! by Sage is responsible for this incorrect training
> > advice to its new users. And I've expressed my concerns to their customer
> > service people and now in the general manager's office for North America.
> > As
> > you can well imagine, I am annoyed and frustrated that the Act! by Sage
> > organization did not scrutinize the publication written by Susan Clark
> > enough
> > to see that what she is teaching in her QSG, works properly with the
> > online
> > Act2010Demo.
> > I am writing you today in the hopes of learning that perhaps Microsoft's
> > program has something to do with this problem.
> > You need to know that earlier this morning, I ran the Microsoft Office
> > Diagnostics on my computer system. The results follow:
> > Diagnostics run: 6
> > Diagnostics that ID-ed problems: 0
> > Diagnostics that took corrective actions: 0
> > I'm surprised at Act! by Sage for not checking upon how the
> > recommendations
> > within the QSG reacts with their own Act2010Demo online. How else are
> > their
> > new customers supposed to learn about such a complex program? Why Act!
> > 2010
> > by Sage Editors let this slip by them is beyond me.
> > Right now, I am seeking help on solving the aforementioned problem.
> > Perhaps
> > a Microsoft MVP understands this situation. I need to remove the
> > activities
> > copied from the Act2010Demo to my Outlook 2007 calendar. I don't want to
> > lose anything all ready in my Outlook 2007 folders, etc.
> > It seems as if the sales people over at Act! 2010 are doing a fine job.
> > They seem to really want to be helpful to new customers. But it also
> > seems
> > that Act! Customer Service is pulling a fast one on it's customers.
> > Because
> > they give you only so much time on what they call: Getting Started Support
> > then they cut you off. The new customer then finds themselves trapped in
> > a
> > difficult situation. They need to have the customer support services of
> > Act!. But getting this support will now cost you $299 to $499 for an
> > annual
> > support contract. Holly cow, I didn't expect that when I signed on and
> > purchased their Act!2010 program, which I felt was fairly priced at that
> > time.
> > In my opinion, there's something wrong with that model of salemanship.
> > Even
> > if I agreed to a one time charge of $45 to solve a particular incident
> > involving their Act! 2010 program then it's still not fair play with their
> > new customers.
> > It all boils down to this: The Act! 2010 by Sage company executives sell
> > the QSG. That QSG should in fact easily and precisely train a new user on
> > how their program operates, in all its functionalities. If the training
> > instructions within their QSG fails to explain the programs functionality
> > properly then it shoud be the Act! by Sage organizations responsibility to
> > make things right. And not by forcing the new customer to explore their
> > extensive knowledgebase for answers themselves. They caused the situation
> > to
> > occur. They need to fix it.
> > And, just for your information, I spent several hours this morning
> > attempting to review and look through the Act! by Sage Knowledgebase. I
> > am
> > exhausted trying to make heads or tails of this situation. I now ask my
> > friends at Microsoft Discussion Group for help. Thank you.

>
 
L

Liontamer

Diane Poremsky:

Thank you, thank you, thank you!

Some of your suggestions pointed me in the right direction.

And I was able to figure out how to completely clear my Outlook 2007 calendar.

Whew! I was really worried about this situation for quite some time.

For the other readers of this postings benefit, the solution I discovered

boils down to:

View > Current View > All Appointments

then

Edit > Select All > Delete

I also discovered that I can delete things either item by item or in item

groupings. However, when I realized that the above procedureof Selecting All

was available that made more sense. So, I just wiped the whole calendar

clean. Fortunately, I'll be able to put my calendar back together without

the Act! 2010 Demo appointments and activities.

I originally thought since the Act! 2010 Demo put the postings to my Outlook

2007 calendar that the only way to rid them was through the Act! 2010 Demo.

With Diane's help, I was able to correct my thinking on this matter.

I was overlooking the fact that Outlook 2007 has own controls for deletion

of postings to its calendar. That means I did not need to do this through

the Act! 2010 program. Why didn't I think of that before? (Well, I guess I

thought that the Act! 2010 program had some kind of "electonic string"

attached to it's own postings to my Outlook 2007 calendar. For some reason,

I felt locked in to using the Act! 2010 program to undo, what it should have

been able to do on its own, in the first place.)

Fortunately, this problem is now solved thanks to Diane pointing me in the

right direction.

However, I found in my study of the Act! 2010 program two other areas of

their CRM program to also be a disappointment, which mattered in terms of

their programs functionality. In a nutshell, I think Act! by Sage, in their

efforts to release their new Act! 2010 program, can and must do a better job

at making sure their training guide is in sync with their Act2010Demo. I

supplied them with a very clear and pointed critique of their program in

these two other areas. I can only hope they truly act upon my suggested

comments on improvements. Otherwise, they will continue to confuse and

frustrate their customers.

However, at this point in time, I do not, after what I've experienced and

attempted to learn about their program, rate this company very highly.

___

If you can recommend a CRM application developed by a company:

1. That is oncerned about providing excellent training resources.

2. That are clear and easy to learn and follow. Ex. Microsoft Step by Step

guides.

3. That has programming functionality that works as expected witout flaws.

4. That such functionality is both logicial and consistent with prior

application learnings about its very own program.

5. That has a reasonable price.

6. That doesn't have a surprisingly hefty fee for customer support services

as an option available to the new user that is running into problems learning

about their program, after a brief start up period of initial support.

7. That has a good community of users supporting the program with good

testimonals that are genuine comments.

THEN: I will be most definitely interested in learning about such a program.

Right now, I regret my experience with the Act! 2010 program. And that's so

sad because I expected so much better from such an established organization.

There was a time in the distant past that I read a text on Microsoft

Dynamics. That program seemed so on target and so effective. But it wasn't

available for single users, at that time. It designed and targeted big

corporations as its customers.

I am currently reviewing another CRM application. And I hope they have

their act together. Have a nice day!

"Liontamer" wrote:


> Hi Diane Poremsky:
> I will be trying out your suggestions in the near future. And I will get
> back to you once I've determined the effects of your advice. Please standby,
> I will get back to you soon. Thank you.

> "Diane Poremsky [MVP]" wrote:
>
> > Because not many of us here use Act, you'll get better answers in the Act
> > forums - http://community.act.com/sage/
> > My comments (which may not match those in the Act community since I don't
> > use Act) are:
> > Did their tutorial use outlook 2007? If not things might have changed if the
> > new version.
> > 1. Unless the Act calendar allows you to pick dates, expect that its going
> > to import.
> > 2. Did you try deleting them from the outlook calendar? Use a view such as
> > all appointments - or By category if they have a unique category - and
> > delete. It might be easier to add the last modified field to the view sort
> > by if.
> > "Liontamer" <Liontamer> wrote in message
> > news:2193D821-2FBB-45D3-8496-3BE41B12FF64@microsoft.com...
> > > General Info:
> > > I am using Windows XP Media Center Edition, SP3
> > > I have onboard Microsoft Office Professional 2007
> > > > My Question:
> > > Recently I purchased Act! 2010 for my CRM needs.
> > > I was also encouraged to purchase: The Official Act! by Sage QuickStudy
> > > Guide
> > > written by: Susan Clark, Act! Certified Consultant, Swiftpage Certified
> > > Consultant, Cornerstone Solutions, Inc.
> > > > I was expecting that by studying this publication for my training purposes
> > > that I would acquire a good understanding of the functionality of the Act!
> > > 2010 program. Unfortunately, I've run into three specific problems, one
> > > which I will elaborate upon herein.
> > > > Using the Act!2010Demo which comes with the program itself, appearing on
> > > the
> > > contact tab, of the program itself, I attempted to learn more about the
> > > Act!
> > > program by following the directions within the QuickStudy Guide. I did
> > > not
> > > attempt to set up my own database with this program. For I felt it was
> > > more
> > > important to familiarize myself with how the Act! 2010 features work.
> > > > The program itself at it's most basic level does a fine job in the area of
> > > basic contact management. However, I felt it would be better to first get
> > > acquainted with the programs many features before actually putting the
> > > program to use for my own business purposes. Simply put, my thinking on
> > > this
> > > amounts to: learn it first the right way the first time rather than doing
> > > something wrong, undoing it, and redoing it correctly. Which i think most
> > > people would agree is an excellent approach to a feature rich program such
> > > as
> > > Act! 2010.
> > > > So what is my problem?
> > > Well following the instructions in the QuickStudy Guide (QSG) on pages
> > > 132 -
> > > 135 and just using the Act2010Demo, I attempt to: Copy > Act! calendar to
> > > Outlook (recommended). This was Step #4 on page 132 of the QSG. By
> > > following this instruction, I am expecting only that the Act calendar will
> > > be
> > > copied to my Outlook calendar.
> > > > Step #3 allowed me to choose: Other > Current Month
> > > All I wanted to see here was for the data on the Act calendar for one
> > > month
> > > if it would copy to my Outlook calendar for the current month. But that
> > > is
> > > not what happened. In fact, the Act program copied everything from my Act
> > > 2010 Demo calendar to my Outlook 2007 calendar for several years. Why
> > > this
> > > happened: I don't understand.
> > > > Furthermore, I cannot remove the activities. I've tried to check: Remove
> > > Act! activities from Outlook. And then both: Remove Act! activities from
> > > Outlook and Outlook activities from Act! (even though I never selected to
> > > copy my calendar from Outlook to Act!). In both cases, I cannot seem to
> > > remove the activities from my Outlook calendar. And I do not understand
> > > why?
> > > or what happened to cause this?
> > > > I even went back to the Act! Scheduer dialog, and I made sure that the
> > > Stop
> > > Service option was selected. I tried to remove the activities once again
> > > from my Outlook calendar and still no results.
> > > > This is a major problem in my Outlook 2007 calendar now. All I wanted to
> > > see happen was for only one month to be copied from the Act! 2010 Demo to
> > > my
> > > Outlook 2007 calendar. Then I wanted to remove it as instructed on page
> > > 135
> > > of the QSG. Again, the entire calendar from the Act! 2010 Demo copied
> > > over
> > > into my Outlook 2007 calendar, not once by about five times (in the day
> > > view)
> > > and according to what I can see on my calendar view (3 times copied) of
> > > Outlook.
> > > > I feel company Act! by Sage is responsible for this incorrect training
> > > advice to its new users. And I've expressed my concerns to their customer
> > > service people and now in the general manager's office for North America.
> > > As
> > > you can well imagine, I am annoyed and frustrated that the Act! by Sage
> > > organization did not scrutinize the publication written by Susan Clark
> > > enough
> > > to see that what she is teaching in her QSG, works properly with the
> > > online
> > > Act2010Demo.
> > > > I am writing you today in the hopes of learning that perhaps Microsoft's
> > > program has something to do with this problem.
> > > > You need to know that earlier this morning, I ran the Microsoft Office
> > > Diagnostics on my computer system. The results follow:
> > > Diagnostics run: 6
> > > Diagnostics that ID-ed problems: 0
> > > Diagnostics that took corrective actions: 0
> > > > I'm surprised at Act! by Sage for not checking upon how the
> > > recommendations
> > > within the QSG reacts with their own Act2010Demo online. How else are
> > > their
> > > new customers supposed to learn about such a complex program? Why Act!
> > > 2010
> > > by Sage Editors let this slip by them is beyond me.
> > > > Right now, I am seeking help on solving the aforementioned problem.
> > > Perhaps
> > > a Microsoft MVP understands this situation. I need to remove the
> > > activities
> > > copied from the Act2010Demo to my Outlook 2007 calendar. I don't want to
> > > lose anything all ready in my Outlook 2007 folders, etc.
> > > > It seems as if the sales people over at Act! 2010 are doing a fine job.
> > > They seem to really want to be helpful to new customers. But it also
> > > seems
> > > that Act! Customer Service is pulling a fast one on it's customers.
> > > Because
> > > they give you only so much time on what they call: Getting Started Support
> > > then they cut you off. The new customer then finds themselves trapped in
> > > a
> > > difficult situation. They need to have the customer support services of
> > > Act!. But getting this support will now cost you $299 to $499 for an
> > > annual
> > > support contract. Holly cow, I didn't expect that when I signed on and
> > > purchased their Act!2010 program, which I felt was fairly priced at that
> > > time.
> > > > In my opinion, there's something wrong with that model of salemanship.
> > > Even
> > > if I agreed to a one time charge of $45 to solve a particular incident
> > > involving their Act! 2010 program then it's still not fair play with their
> > > new customers.
> > > > It all boils down to this: The Act! 2010 by Sage company executives sell
> > > the QSG. That QSG should in fact easily and precisely train a new user on
> > > how their program operates, in all its functionalities. If the training
> > > instructions within their QSG fails to explain the programs functionality
> > > properly then it shoud be the Act! by Sage organizations responsibility to
> > > make things right. And not by forcing the new customer to explore their
> > > extensive knowledgebase for answers themselves. They caused the situation
> > > to
> > > occur. They need to fix it.
> > > > And, just for your information, I spent several hours this morning
> > > attempting to review and look through the Act! by Sage Knowledgebase. I
> > > am
> > > exhausted trying to make heads or tails of this situation. I now ask my
> > > friends at Microsoft Discussion Group for help. Thank you.

> >
 
J

Julie Cooper

Why would you set up personal preferences in a demo database?

FYI, Create your own database before you start to use the ACT! scheduler; ie Copy ACT! Calendar into Outlook. DO NOT Set up preferences in the DEMO database! Remember most demo databases that come with software are indeed ment to learn on, but you cannot go as far as to intergrate it completely with your current programs.

As far as you had selected only one month to be pushed to Outlook but the who year copied over.... I've never heard of any of my clients or myself with this issue.

Try going to Community.act.com it is a grate resource.

PS I think Susan Clark is a great reference book writer!

No matter what you think!

Liontamer wrote:

Act! 2010 to Outlook 2007 calendar integration

16-Feb-10

General Info:

I am using Windows XP Media Center Edition, SP3

I have onboard Microsoft Office Professional 2007

My Question:

Recently I purchased Act! 2010 for my CRM needs.

I was also encouraged to purchase: The Official Act! by Sage QuickStudy Guide

written by: Susan Clark, Act! Certified Consultant, Swiftpage Certified

Consultant, Cornerstone Solutions, Inc.

I was expecting that by studying this publication for my training purposes

that I would acquire a good understanding of the functionality of the Act!

2010 program. Unfortunately, I have run into three specific problems, one

which I will elaborate upon herein.

Using the Act!2010Demo which comes with the program itself, appearing on the

contact tab, of the program itself, I attempted to learn more about the Act!

program by following the directions within the QuickStudy Guide. I did not

attempt to set up my own database with this program. For I felt it was more

important to familiarize myself with how the Act! 2010 features work.

The program itself at it is most basic level does a fine job in the area of

basic contact management. However, I felt it would be better to first get

acquainted with the programs many features before actually putting the

program to use for my own business purposes. Simply put, my thinking on this

amounts to: learn it first the right way the first time rather than doing

something wrong, undoing it, and redoing it correctly. Which i think most

people would agree is an excellent approach to a feature rich program such as

Act! 2010.

So what is my problem?

Well following the instructions in the QuickStudy Guide (QSG) on pages 132 -

135 and just using the Act2010Demo, I attempt to: Copy > Act! calendar to

Outlook (recommended). This was Step #4 on page 132 of the QSG. By

following this instruction, I am expecting only that the Act calendar will be

copied to my Outlook calendar.

Step #3 allowed me to choose: Other > Current Month

All I wanted to see here was for the data on the Act calendar for one month

if it would copy to my Outlook calendar for the current month. But that is

not what happened. In fact, the Act program copied everything from my Act

2010 Demo calendar to my Outlook 2007 calendar for several years. Why this

happened: I don???t understand.

Furthermore, I cannot remove the activities. I???ve tried to check: Remove

Act! activities from Outlook. And then both: Remove Act! activities from

Outlook and Outlook activities from Act! (even though I never selected to

copy my calendar from Outlook to Act!). In both cases, I cannot seem to

remove the activities from my Outlook calendar. And I do not understand why?

or what happened to cause this?

I even went back to the Act! Scheduer dialog, and I made sure that the Stop

Service option was selected. I tried to remove the activities once again

from my Outlook calendar and still no results.

This is a major problem in my Outlook 2007 calendar now. All I wanted to

see happen was for only one month to be copied from the Act! 2010 Demo to my

Outlook 2007 calendar. Then I wanted to remove it as instructed on page 135

of the QSG. Again, the entire calendar from the Act! 2010 Demo copied over

into my Outlook 2007 calendar, not once by about five times (in the day view)

and according to what I can see on my calendar view (3 times copied) of

Outlook.

I feel company Act! by Sage is responsible for this incorrect training

advice to its new users. And I have expressed my concerns to their customer

service people and now in the general manager's office for North America. As

you can well imagine, I am annoyed and frustrated that the Act! by Sage

organization did not scrutinize the publication written by Susan Clark enough

to see that what she is teaching in her QSG, works properly with the online

Act2010Demo.

I am writing you today in the hopes of learning that perhaps Microsoft's

program has something to do with this problem.

You need to know that earlier this morning, I ran the Microsoft Office

Diagnostics on my computer system. The results follow:

Diagnostics run: 6

Diagnostics that ID-ed problems: 0

Diagnostics that took corrective actions: 0

I am surprised at Act! by Sage for not checking upon how the recommendations

within the QSG reacts with their own Act2010Demo online. How else are their

new customers supposed to learn about such a complex program? Why Act! 2010

by Sage Editors let this slip by them is beyond me.

Right now, I am seeking help on solving the aforementioned problem. Perhaps

a Microsoft MVP understands this situation. I need to remove the activities

copied from the Act2010Demo to my Outlook 2007 calendar. I do not want to

lose anything all ready in my Outlook 2007 folders, etc.

It seems as if the sales people over at Act! 2010 are doing a fine job.

They seem to really want to be helpful to new customers. But it also seems

that Act! Customer Service is pulling a fast one on it is customers. Because

they give you only so much time on what they call: Getting Started Support

then they cut you off. The new customer then finds themselves trapped in a

difficult situation. They need to have the customer support services of

Act!. But getting this support will now cost you $299 to $499 for an annual

support contract. Holly cow, I did not expect that when I signed on and

purchased their Act!2010 program, which I felt was fairly priced at that time.

Previous Posts In This Thread:

On Tuesday, February 16, 2010 8:51 AM

Liontamer wrote:

Act! 2010 to Outlook 2007 calendar integration

General Info:

I am using Windows XP Media Center Edition, SP3

I have onboard Microsoft Office Professional 2007

My Question:

Recently I purchased Act! 2010 for my CRM needs.

I was also encouraged to purchase: The Official Act! by Sage QuickStudy Guide

written by: Susan Clark, Act! Certified Consultant, Swiftpage Certified

Consultant, Cornerstone Solutions, Inc.

I was expecting that by studying this publication for my training purposes

that I would acquire a good understanding of the functionality of the Act!

2010 program. Unfortunately, I have run into three specific problems, one

which I will elaborate upon herein.

Using the Act!2010Demo which comes with the program itself, appearing on the

contact tab, of the program itself, I attempted to learn more about the Act!

program by following the directions within the QuickStudy Guide. I did not

attempt to set up my own database with this program. For I felt it was more

important to familiarize myself with how the Act! 2010 features work.

The program itself at it is most basic level does a fine job in the area of

basic contact management. However, I felt it would be better to first get

acquainted with the programs many features before actually putting the

program to use for my own business purposes. Simply put, my thinking on this

amounts to: learn it first the right way the first time rather than doing

something wrong, undoing it, and redoing it correctly. Which i think most

people would agree is an excellent approach to a feature rich program such as

Act! 2010.

So what is my problem?

Well following the instructions in the QuickStudy Guide (QSG) on pages 132 -

135 and just using the Act2010Demo, I attempt to: Copy > Act! calendar to

Outlook (recommended). This was Step #4 on page 132 of the QSG. By

following this instruction, I am expecting only that the Act calendar will be

copied to my Outlook calendar.

Step #3 allowed me to choose: Other > Current Month

All I wanted to see here was for the data on the Act calendar for one month

if it would copy to my Outlook calendar for the current month. But that is

not what happened. In fact, the Act program copied everything from my Act

2010 Demo calendar to my Outlook 2007 calendar for several years. Why this

happened: I don???t understand.

Furthermore, I cannot remove the activities. I???ve tried to check: Remove

Act! activities from Outlook. And then both: Remove Act! activities from

Outlook and Outlook activities from Act! (even though I never selected to

copy my calendar from Outlook to Act!). In both cases, I cannot seem to

remove the activities from my Outlook calendar. And I do not understand why?

or what happened to cause this?

I even went back to the Act! Scheduer dialog, and I made sure that the Stop

Service option was selected. I tried to remove the activities once again

from my Outlook calendar and still no results.

This is a major problem in my Outlook 2007 calendar now. All I wanted to

see happen was for only one month to be copied from the Act! 2010 Demo to my

Outlook 2007 calendar. Then I wanted to remove it as instructed on page 135

of the QSG. Again, the entire calendar from the Act! 2010 Demo copied over

into my Outlook 2007 calendar, not once by about five times (in the day view)

and according to what I can see on my calendar view (3 times copied) of

Outlook.

I feel company Act! by Sage is responsible for this incorrect training

advice to its new users. And I have expressed my concerns to their customer

service people and now in the general manager's office for North America. As

you can well imagine, I am annoyed and frustrated that the Act! by Sage

organization did not scrutinize the publication written by Susan Clark enough

to see that what she is teaching in her QSG, works properly with the online

Act2010Demo.

I am writing you today in the hopes of learning that perhaps Microsoft's

program has something to do with this problem.

You need to know that earlier this morning, I ran the Microsoft Office

Diagnostics on my computer system. The results follow:

Diagnostics run: 6

Diagnostics that ID-ed problems: 0

Diagnostics that took corrective actions: 0

I am surprised at Act! by Sage for not checking upon how the recommendations

within the QSG reacts with their own Act2010Demo online. How else are their

new customers supposed to learn about such a complex program? Why Act! 2010

by Sage Editors let this slip by them is beyond me.

Right now, I am seeking help on solving the aforementioned problem. Perhaps

a Microsoft MVP understands this situation. I need to remove the activities

copied from the Act2010Demo to my Outlook 2007 calendar. I do not want to

lose anything all ready in my Outlook 2007 folders, etc.

It seems as if the sales people over at Act! 2010 are doing a fine job.

They seem to really want to be helpful to new customers. But it also seems

that Act! Customer Service is pulling a fast one on it is customers. Because

they give you only so much time on what they call: Getting Started Support

then they cut you off. The new customer then finds themselves trapped in a

difficult situation. They need to have the customer support services of

Act!. But getting this support will now cost you $299 to $499 for an annual

support contract. Holly cow, I did not expect that when I signed on and

purchased their Act!2010 program, which I felt was fairly priced at that time.

On Tuesday, February 16, 2010 9:29 AM

Diane Poremsky [MVP] wrote:

Because not many of us here use Act, you will get better answers in the

Because not many of us here use Act, you will get better answers in the Act

forums - http://community.act.com/sage/

My comments (which may not match those in the Act community since I do not

use Act) are:

Did their tutorial use outlook 2007? If not things might have changed if the

new version.

1. Unless the Act calendar allows you to pick dates, expect that its going

to import.

2. Did you try deleting them from the outlook calendar? Use a view such as

all appointments - or By category if they have a unique category - and

delete. It might be easier to add the last modified field to the view sort

by if.

On Wednesday, February 17, 2010 8:37 PM

Liontamer wrote:

Hi Diane Poremsky:I will be trying out your suggestions in the near future.

Hi Diane Poremsky:

I will be trying out your suggestions in the near future. And I will get

back to you once I have determined the effects of your advice. Please standby,

I will get back to you soon. Thank you.

"Diane Poremsky [MVP]" wrote:

On Thursday, February 18, 2010 10:00 AM

Liontamer wrote:

Diane Poremsky:Thank you, thank you, thank you!

Diane Poremsky:

Thank you, thank you, thank you!

Some of your suggestions pointed me in the right direction.

And I was able to figure out how to completely clear my Outlook 2007 calendar.

Whew! I was really worried about this situation for quite some time.

For the other readers of this postings benefit, the solution I discovered

boils down to:

View > Current View > All Appointments

then

Edit > Select All > Delete

I also discovered that I can delete things either item by item or in item

groupings. However, when I realized that the above procedureof Selecting All

was available that made more sense. So, I just wiped the whole calendar

clean. Fortunately, I will be able to put my calendar back together without

the Act! 2010 Demo appointments and activities.

I originally thought since the Act! 2010 Demo put the postings to my Outlook

2007 calendar that the only way to rid them was through the Act! 2010 Demo.

With Diane's help, I was able to correct my thinking on this matter.

I was overlooking the fact that Outlook 2007 has own controls for deletion

of postings to its calendar. That means I did not need to do this through

the Act! 2010 program. Why did not I think of that before? (Well, I guess I

thought that the Act! 2010 program had some kind of "electonic string"

attached to it is own postings to my Outlook 2007 calendar. For some reason,

I felt locked in to using the Act! 2010 program to undo, what it should have

been able to do on its own, in the first place.)

Fortunately, this problem is now solved thanks to Diane pointing me in the

right direction.

However, I found in my study of the Act! 2010 program two other areas of

their CRM program to also be a disappointment, which mattered in terms of

their programs functionality. In a nutshell, I think Act! by Sage, in their

efforts to release their new Act! 2010 program, can and must do a better job

at making sure their training guide is in sync with their Act2010Demo. I

supplied them with a very clear and pointed critique of their program in

these two other areas. I can only hope they truly act upon my suggested

comments on improvements. Otherwise, they will continue to confuse and

frustrate their customers.

However, at this point in time, I do not, after what I have experienced and

attempted to learn about their program, rate this company very highly.

___

If you can recommend a CRM application developed by a company:

1. That is oncerned about providing excellent training resources.

2. That are clear and easy to learn and follow. Ex. Microsoft Step by Step

guides.

3. That has programming functionality that works as expected witout flaws.

4. That such functionality is both logicial and consistent with prior

application learnings about its very own program.

5. That has a reasonable price.

6. That does not have a surprisingly hefty fee for customer support services

as an option available to the new user that is running into problems learning

about their program, after a brief start up period of initial support.

7. That has a good community of users supporting the program with good

testimonals that are genuine comments.

THEN: I will be most definitely interested in learning about such a program.

Right now, I regret my experience with the Act! 2010 program. And that is so

sad because I expected so much better from such an established organization.

There was a time in the distant past that I read a text on Microsoft

Dynamics. That program seemed so on target and so effective. But it was not

available for single users, at that time. It designed and targeted big

corporations as its customers.

I am currently reviewing another CRM application. And I hope they have

their act together. Have a nice day!

"Liontamer" wrote:

BOOK REVIEW: Effective C#, Second Edition [Addison Wesley]

http://www.eggheadcafe.com/tutorials/aspnet/b2f8766d-a4c1-4d5a-97af-c38852b3b455/book-review-effective-c.aspx
 
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