Converting Contact Management from ACT to Outlook

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Patricia Mathis - 04 Aug 2004 13:59 GMT

Are there any resources that provide a comparison detail
of which program is best for contact management? We
currently use ACT for all of our contact management, but
use Outlook Express for email purposes. We would like to
learn if Outlook has the same features as ACT and if it
would be beneficial to convert. Any feedback is greatly
appreciated. Thanks!

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John Christian - 04 Aug 2004 16:34 GMT

I've used both ACT and Outlook alot. Each has strengths and weaknesses,
depending on what you are trying to do with them. Can you fill us in on how
you are using ACT? For example:

1. Are you running in a shared environment?
2. Do you regularly run reports? If so, which ones?
3. Do you track sales in ACT?
4. Does everyone track customer interactions in ACT?
5. Have you customized any of the ACT fields, dropdowns, or screens? If so,
how?
6. Mail merges? To email or printed out?

And so on...

John

> Are there any resources that provide a comparison detail
> of which program is best for contact management? We
[quoted text clipped - 3 lines]
> would be beneficial to convert. Any feedback is greatly
> appreciated. Thanks!

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John Christian - 04 Aug 2004 16:43 GMT

Forgive me for replying to my own message, but maybe we could start more
simply:

* what features of ACT do you like the most and use the most? Why?
* why features of ACT do you dislike the most? Why?
* why are you thinking of switching to Outlook (or anything else)?

John

> I've used both ACT and Outlook alot. Each has strengths and weaknesses,
> depending on what you are trying to do with them. Can you fill us in on how
[quoted text clipped - 19 lines]
> > would be beneficial to convert. Any feedback is greatly
> > appreciated. Thanks!

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Cecily - 06 Aug 2004 03:55 GMT

>-----Original Message-----
>Are there any resources that provide a comparison detail
[quoted text clipped - 6 lines]
>.
>I have had no luck in modifying the template for the

contacts in Outlook with Business Contact Manager 2003.
It is worthless w/out the capability to be tailored to my
business. If anyone knows of a way, PLEASE email me.
Thanks!

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John Christian - 06 Aug 2004 17:52 GMT

Check out http://blogs.officezealot.com/cardoza/archive/2004/05/12/652.aspx.
Bear in mind that it is completely unsupported...

John

> >-----Original Message-----
> >Are there any resources that provide a comparison detail
[quoted text clipped - 10 lines]
> business. If anyone knows of a way, PLEASE email me.
> Thanks!

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