Hi herbisgettingstarted,
You mentioned four needs:
1. network with OS Windows 2003
2. share over network
3. convert my Act V6 database
4. enough fields to match my Act database
The most cost effective solution for you would be to upgrade your MS
Office to "Outlook 2003 with Business Contact Manager". I believe all
of your needs would be met, including easy importation of your ACT 6
database.
"Licensed users of Microsoft Office Small Business Edition 2003 or
Microsoft Office Professional Edition 2003 are eligible to upgrade to
Outlook 2003 with Business Contact Manager Update by downloading it"
http://www.microsoft.com/office/outlook/contactmanager/prodinfo/update.mspx
Outlook 2003 with Business Contact Manager:
Share Customer Information with Coworkers
"New Outlook 2003 with Business Contact Manager Update now lets you
share your customer information across a PC network with designated
coworkers (for example, the business owner, another sales person, the
administrative assistant, or a customer service person). This gives
the business owner a comprehensive view of customer information and
sales opportunities across the company and enables coworkers to fill
in for each other.
? Share business contacts, accounts, customer histories, and
opportunities with others and access a common database that updates
all workstations with changes.
? Enable your employees to immediately view changes made on one
workstation throughout the peer-to-peer network.
http://www.microsoft.com/office/outlook/contactmanager/prodinfo/overview.mspx#E4C
How to import data from the ACT! 6.0 program to Business Contact
Manager in Office Outlook 2003
http://support.microsoft.com/?scid=kb;en-us;870930&spid=2520&sid=global
Additional Links of Interest:
ACT-To-Outlook Professional
Compatible and Tested with Outlook 2000, 2002, and 2003 and ACT! 2000 and ACT 6.0
Merge, Update, and Transfer ACT! Contacts, History, Meetings, Todo's
and more into Outlook
ACT!-To-Outlook Professional enables you to:
* Merge whole ACT! Contact databases into Outlook equivalents
* Update, merge, or transfer contacts and their respective histories,
todo's, calls, meetings, attachements, etc..
* Select individual contacts, groups or even lookups to be merged.
Selectively decide which contacts to merge via natural ACT!
procedures.
* Map User defined ACT! fields into Outlook Fields
* Create and define Outlook fields to match ACT! equivalents
* Map the ACT! address fields into Outlook equivalents
* Bring over the hierarchical ACT! Group definitions into Outlook Categories
* Merge multiple times without the addition of duplicate Outlook entries
* Manage and integrate with ACT! Multi-user databases.
http://www.personalcrm.com/act-to-outlook-professional.htm
ACT Addon Products
http://www.personalcrm.com/products.htm
Prices:
http://www.personalcrm.com/purchase.htm
OLfolders: MS Outlook in Networks (free to try)
* share contacts
* share emails
* share tasks
* share calendar entries
* share journals
* share documents
http://www.outlookteam.com/
PIMs (Personal Information Managers) Reviews
Best PIMs (Personal Information Managers): (out of 11)
Info Select 8, Microsoft Outlook, ActionOutline Lite 2.1
http://www.consumersearch.com/www/office/pim-reviews/fullstory.html#intro
I hope this is what you were hoping for. If not, or if you have any
questions, please post a clarification request and wait for me to
respond before closing/rating my answer.
Thank you,
hummer
Google Search Terms Used: outlook 2003 pim act 6 networks "personal
information managers" reviews "comparison charts" |
Request for Answer Clarification by
herbisgettingstarted-ga
on
17 Oct 2005 11:42 PDT
Hello hummer,
At first reading, you have done a fine job in answering my questions.
I will need some time to review all the sites and suggestions you made.
In the interim I am most concerned about converting my data. When I
first started using Act we renamed certain fields that were not
intended for the data we inputted. In attempting to upgrade Act
version 6 to Act version 8 these important fields were not converted.
Do you think we shall have the same problem with Outlook 2003?
What is the difference between Small Business Edition and Professional Edition?
We currently have and use Microsoft Office Professional Edition 2003
and do not see a feature "Business Contact Manager". What will it
provide? Can I see a sample of it at www.microsoft.com?
Since we currently use Outlook 2003 as our e-mail reader/etc., would
we continue to use it with its settings and just expand on it, using
it as a PIM as well, and possibly adding new features with "Business
Contact Manager". Would you agree?
Have you read the reviews on PIM's and see any application that stood out?
Again, thank you and be kind to answer this request for answer
clarification and then be patient for me to find the time to follow up
all of your suggestions.
Thank you,
herbisgettingstarted
|
Clarification of Answer by
hummer-ga
on
17 Oct 2005 13:59 PDT
Hi herbisgettingstarted,
1. In the interim I am most concerned about converting my data. When I
first started using Act we renamed certain fields that were not
intended for the data we inputted. In attempting to upgrade Act
version 6 to Act version 8 these important fields were not converted.
Do you think we shall have the same problem with Outlook 2003?
That's a very good question and honestly, I don't know. Hmm, perhaps
you could use "ACT-To-Outlook Professional" (see #4 below), then you
could choose to continue using ACT and keep it in-sync with Outlook,
or just use Outlook by itself with the new fields.
2. What is the difference between Small Business Edition and Professional Edition?
We currently have and use Microsoft Office Professional Edition 2003
and do not see a feature "Business Contact Manager". What will it
provide? Can I see a sample of it at www.microsoft.com?
"Licensed users of ...Microsoft Office Professional Edition 2003" are
eligible to update to Business Contact Manager (at no cost) but you'll
have to download the update at the link I gave you (click the "Get
Download" button).
http://www.microsoft.com/office/outlook/contactmanager/prodinfo/update.mspx#EMB
BCM Overview
"Outlook 2003 with Business Contact Manager Update?available as part
of Microsoft Office Small Business Edition 2003 and Microsoft Office
Professional Edition 2003?is designed to help small businesses manage
customer information and sales opportunities within Outlook 2003.1 The
update includes new capabilities for sharing customer information
within a PC network, as well as support for synchronizing business
contacts with a Microsoft Windows Mobile?based Pocket PC.2"
Add Customer Management Functionality to Outlook
Manage Customer Information
Track Sales Opportunities
Synchronize Business Contacts with a Pocket PC
Share Customer Information with Coworkers
Access Customer Financial Data in Microsoft Office Small Business Accounting 2006
Use Within a Microsoft Exchange Server Environment
http://www.microsoft.com/office/outlook/contactmanager/prodinfo/overview.mspx
Sample
http://www.microsoft.com/office/images/outlook/contactmanager/prodinfo/imgoutlook.asp
OutlookBCM_Datasheet.pdf
http://download.microsoft.com/download/3/f/8/3f852cb9-ebfe-4a3f-a435-ca2be0226d5d/OutlookBCM_Datasheet.pdf
3. Since we currently use Outlook 2003 as our e-mail reader/etc., would
we continue to use it with its settings and just expand on it, using
it as a PIM as well, and possibly adding new features with "Business
Contact Manager". Would you agree?
Yes, BCM and Outlook would work together.
4. Have you read the reviews on PIM's and see any application that stood out?
Yes I did, but MS BCM sounded very suitable for you (especially since
it would be free for you). After reading your clarification,
"ACT-To-Outlook Professional" would be a good idea if you are
concerned about losing fields.
ACT-To-Outlook Professional
" Map any field in ACT! into any field in Outlook. If the field in
Outlook does not exist, ACT-To-Outlook Professional will create that
field for you. No more lost data in unmatched fields!"
"All fields in ACT! can be remapped to Outlook fields, whether these
fields exist in Outlook or not. The field remapping is maintained if
you exit ACT-To-Outlook Professional."
http://www.personalcrm.com/act-to-outlook-professional.htm
Take a tour here -
http://www.personalcrm.com/a2opro50/index.html
Have a look at this link that I already gave you for a good review of PIMs:
PIMs (Personal Information Managers) Reviews
Best PIMs (Personal Information Managers): (out of 11)
Info Select 8, Microsoft Outlook, ActionOutline Lite 2.1
http://www.consumersearch.com/www/office/pim-reviews/fullstory.html#intro
Nothing is ever simple, is it? Please do not feel rushed in any way,
it is important to take your time to make sure you get just what you
need. Please let me know if you have any other questions.
Regards,
hummer
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