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123 Sync Video Tutorials

All our tutorials are YouTube hosted video tutorials so you need to allow your system to display YouTube videos. Also, some tutorials may not exactly correspond to the latest version of 123 Sync but they cover what we believe is 99% of the information necessary for you to understand the functionality and concept. Enjoy!

For server configuration Overview, click here!

Mapi/CDO Download Location:

http://www.microsoft.com/en-us/download/details.aspx?id=42040

Video Tutorials

Quick Start. Quick overview of 123 Sync   Server Topics

Disabling Act!'s Built-in Sync

 

123 Sync in Multi-User Mode

General Settings  

Matching Users to Folders

Overview

Windows Services Setup

Fields Mapping

 

Removing ACT.Outlook *.addins

Conversion Options

 

Removing Act! Services

Contacts Tab

    

Calendar Tab

  Connecting to Exchange/Office 365

Tasks Tab

 

Connecting To Hosted Exchange or Office 365 New!

Body Text Headers

 

Exchange Permissions. How to setup a 123 Sync Gateway account to access all users and Sync.

Calendar/Tasks Reverse Sync

 

History Type Filter

 

Running 123 Sync in the Background

   

General Overview (2013 Only)

User Settings

Setting up as Windows Service (2013 Only)

Overview

 

Setting up as Windows System Tray  (2013 Only)

Single/Multi-User Configurations

 

Running 123 Sync as a shortcut/batch/windows scheduler

Password and Folders

 

New! V2014 Background Processing Explained!!!

Contact Filters

 

Contact Body Text

  Tools

File As

 

Folder Clean

Activities

 

Processing

Activities Body Text

 

The Processing Log

Forms

 

Copy Outlook/Exchange Folders

Synchronization Settings

   
    Tips and Tricks
International  

Playing with Act! Groups

International Phone Numbers

 

Starting with a fresh folder

   

Using Force Overwrite

Using 123 Sync  

1-Way from Act! to Outlook/Exchange

Registration

 

Custom Fields to Phones

Processing Users and Data

 

Speeding Up the Sync

Processing One User

 

Nullyfing Duplicates

Processing Multiple Users

 

Sync Multiple Act! Databases

Processing the Selected User

 

Synchronizing Multiple Databases (new)

Interactive Processing

 

Quick Setup Tips (new)

Background Processing

 

Your First Sync

Make a backup

   

Act! is your Dominant Data

   

Outlook/Exchange is your Dominant Data

  Email Integration

 

 

Using Universal Login to Integrate Email to Act!

Adding Act! Contact Notes from Outlook/Exchange

 

Different Email Integration Designs

Adding from Contacts and Calendar items

Integrate by Subject Line Field

   

Enterprise Act! Email Integration

   

Web Form Parsing

   

Form Integration and Scheduling

Synchronizing Calendar Items  

Quickly Setup Parsing Fields

NEW! Awesome Calendar Sync!!!

 

 New! Using Categories for Email Integration

1-User Calendar Sync

   

Multi-User Calendar Sync

   

Adding Act! Activity Details from Outlook/Exchange

   

Clearing Act! Activities from Outlook/Exchange

   

Splitting Public and Private Calendars

   

Auto-Linking Calendar Items to Contacts

   

Clear and Delete with 123 Sync using Tags

   

Synchronizing Non-Act! User's Calendar