Migrate from ACT! to Outlook

E

ExchangeNewbie

As a small company without huge resources we are considering migrating from
our old version of ACT! to Outlook with or without BCM. We have 8-10 users
running Outlook on Exchange Server 2003. Importing contacts seems pretty
straight forward, and I'm sure notes and activities will be as well.

Some things we do not like about our version of ACT is that it is not very
customizable in terms of forms and fields. It also has nothing comparable to
OWA.

There are quite a few things about ACT! that we require, which has delayed
our migration, that I am not sure can be done in Outlook:

1. There is one database - one contact list, one calender. There is no need
to copy files from a personal folder to a shared folder.
2. Anybody at any time can see everybodies calender and contact - except
those that are hidden. This is a must if we switch over to Outlook.
3. Reporting - We can print a list of notes and activites for each contact
for a defined range of time, or if needed using other filters. In fact ACT
has a ton of reports that can be customized, I have found that in Outlook BCM
really.
4. An activity - call, meeting or to-do - can be cleared as held, not held,
etc with details attached.

Finally if there is a resource online or a book that you would recommend is
assisting in the migration it would be appreciated (we have no programming
skills).

Thank you!!!!
 

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