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MS Office Forum / Outlook / Business Contact Manager / February 2008Contacts import ACT! to Outlook lost dates on notes history
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.  SignatureJ5 XP Machines 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@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 > 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)? [quoted text clipped - 4 lines] > every > note) when I did the import. Any advice is much appreciated. 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? SignatureJ5 XP Machines > 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 [quoted text clipped - 25 lines] > > every > > note) when I did the import. Any advice is much appreciated. 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@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 > OK, so it's better to wait for the fix and then import, thank you. May I > ask [quoted text clipped - 39 lines] >> > every >> > note) when I did the import. Any advice is much appreciated. 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 SignatureJ5 XP Machines > 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 [quoted text clipped - 63 lines] > >> > every > >> > note) when I did the import. Any advice is much appreciated. Has the BCM Team fixed this issue yet? All the notes, histories and emails are basically useless without the original dates. I am using the trial version of 2007 BCM; I probably will not purchase the product if this is not resolved soon as I have probably 7+ years of notes etc. for each contact. Thanks, Peter > 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 [quoted text clipped - 25 lines] > > every > > note) when I did the import. Any advice is much appreciated. No, sigh, aaaarrrggghhhh. They didn't fix it. Your best bet is to pay www.act-to-bcm.com to convert it. HTH, Lon ___________________________________________________________ Lon Orenstein pinpointtools, llc Lon@pinpointtools.com Author of Outlook 2007 Business Contact Manager For Dummies Author of the eBook: Moving from ACT! to Business Contact Manager www.pinpointtools.com > Has the BCM Team fixed this issue yet? All the notes, histories and emails > are basically useless without the original dates. I am using the trial [quoted text clipped - 43 lines] >> > every >> > note) when I did the import. Any advice is much appreciated. Thanks for the info Lon I also sent an email to you then it occured to me that your filter may reject it. I checked out pinpointtools.... nice Peter dempewolff@together.net > No, sigh, aaaarrrggghhhh. > [quoted text clipped - 59 lines] > >> > every > >> > note) when I did the import. Any advice is much appreciated. Well then, Microsoft looses me for another 5 years. ACT! 2008 will import the notes and all just fine. The MS Accounting program has pitiful, no-excuse fundamental deficiencies, which when compounded by BCM similar deficiencies such as not importing note dates.............. good bye, enjoy your big business customers while you still have them and they have you in their pocket! SignatureJ5 XP Machines > Thanks for the info Lon > [quoted text clipped - 68 lines] > > >> > every > > >> > note) when I did the import. Any advice is much appreciated. Lon- Is the fix out for "date on note" import from ACT! ?? SignatureJ5 XP Machines > 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 [quoted text clipped - 25 lines] > > every > > note) when I did the import. Any advice is much appreciated. No, they blew it for SP1. It still puts the create date of the note as the date of import. Using www.act-to-bcm.com is the only option I know of to get it converted correctly. Wish I had better news... Lon ___________________________________________________________ Lon Orenstein pinpointtools, llc Lon@pinpointtools.com Author of Outlook 2007 Business Contact Manager For Dummies Author of the eBook: Moving from ACT! to Business Contact Manager www.pinpointtools.com > Lon- > [quoted text clipped - 37 lines] >> > every >> > note) when I did the import. Any advice is much appreciated. |
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