How to Use the Outlook® Calendar Integration in ACT!

How to Use the Outlook® Calendar Integration in ACT!
You can use the Outlook Calendar Integration feature to update your ACT! Calendar with Outlook activities, or to update your Outlook Calendar with ACT! activities, or you can update both calendars with activities from each calendar. You can also remove activities from either or both calendars.

ACT! can only integrate with your personal Outlook calendar, not with a public calendar.

Note: You must first configure your ACT! database as an address book in Outlook.

Update the ACT! Calendar with Outlook Activities:

  1. Click Tools and select Outlook Calendar Integration and click Copy Calendar Now. The following Copy Calendar dialog box appears:



  2. In the Calendar data to copy drop-down box, select Outlook calendar to ACT! and click Copy Calendar Now. The following Update Activities dialog box appears followed by the Choose Profile dialog box.





  3. In the Choose Profile dialog box, select your Outlook Profile and click OK. The Update Activities progress indicator will complete and close.

Update the Outlook Calendar with ACT! Activities:

  1. Click Tools and select Outlook Calendar Integration and click Copy Calendar Now. The following Copy Calendar dialog box appears:



  2. In the Calendar data to copy drop-down box, select ACT! calendar to Outlook and click Copy Calendar Now. The following Update Activities dialog box appears followed by the Choose Profile dialog box.





  3. In the Choose Profile dialog box, select your Outlook Profile and click OK. The Update Activities progress indicator will complete and close.

How to Update Your ACT! and Outlook Calendar with the Activities from Each Other:

  1. Click Tools and select Outlook Calendar Integration and click Copy Calendar Now. The following Copy Calendar dialog box appears:



  2. Click Show more options and more features will appear in the Copy Calendar dialog box.



  3. Select the Copy between both calendars. If data has been changed and select your preference of which calendar activities that are the most current.
  4. Click Copy Calendar Now and the following Update Activities dialog box appears followed by the Choose Profile dialog box.





  5. In the Choose Profile dialog box, select your Outlook Profile and click OK. The Update Activities progress indicator will complete and close.

    How to Remove ACT! or Outlook Activities from Either Calendar

    1. Click Tools and select Outlook Calendar Integration and click Remove Calendar Data. The following Remove Calendar Data dialog box appears:



      Clear Outlook Calendar - this option will remove the calendar data in the Outlook calendar copied from the ACT! calendar.

      Clear ACT! Calendar - this option will remove the calendar data in the ACT! calendar copied from the Outlook calendar.

    2. Select one of the check boxes and click OK. The following progress indicator and the Choose Profile dialog box appears followed by the Choose Profile dialog box:





    3. Click on the Choose Profile dialog box and select your Outlook profile and click OK.
    4. The progress indicator will complete and the removal of the desired activities will be complete.