Cross posted on Enterprise Applications>Vertical Industry Solutions>Interact:ACT contact management solutions FORUM
It doesn't appear that Outlook Categories can be mapped to Act! during the import process. I wanted to map them to the ID/Status list in Act, I could then create custom reports to pull lists based on their ID/Status.
The problem is that during the import mapping process, "Categories" is not even listed as an option to map. I realize that the Categories list in Outlook is user editable, but they use a standard format in the background. I have about 2000 contacts to import. Most of the contacts are assigned to one or more Outlook Categories. How can I get this information into Act!?
Any assistance would be greatly appreciated.
smajr
It doesn't appear that Outlook Categories can be mapped to Act! during the import process. I wanted to map them to the ID/Status list in Act, I could then create custom reports to pull lists based on their ID/Status.
The problem is that during the import mapping process, "Categories" is not even listed as an option to map. I realize that the Categories list in Outlook is user editable, but they use a standard format in the background. I have about 2000 contacts to import. Most of the contacts are assigned to one or more Outlook Categories. How can I get this information into Act!?
Any assistance would be greatly appreciated.
smajr