If you need to use multiple categories and 4 user defined fields, you should use Desktop to Go.. You cannot synchronize your own fields, but only Outlook pre-defined fields. But Outlook has 4 empty pre-defined fields called USER FIELD 1, USER FIELD 2, USER FIELD 3, USER FIELD 4.  If you use these fields, you will not have any problems with sync your own forms and also standard contact forms.

Notes:

I had problems with some contacts, I couldn’t sync all contacts, I had to manually delete these contacts and retype them then was everything OK.

Dataviz will release new version in September, but this new version will not probably support importing to Outlook using custom form.

Desktop to Go ‘s known problems:

Newer use RE-SYNCHRONIZE ONCE : it makes duplicates in Outlook

If you create new contact in Palm Pilot and synchronize it, in Outlook it has standard form (IPM.contact), there is no way how to change it during synchronization (maybe someone can create VBA,but…), you have to change after sync message class (included form changes it smart – I recommend to install to into contact folder or Organizational Form Library). If you use your own message class changer (Microsoft’s OMSGCLAS,…), be careful to change IPM.contact to IPM.contact.yourform only. Don’t forget, you can have in contact folder also another classes – grouplist,….

I have also VIEW grouped by MESSAGE CLASS – so you can easily see items, which have not your form.

How is synchronized note field?

Note field is synchronized without any problems, if you have (in Outlook) text and object (picture, word document, file,…) in note, only text is synchronized (if you delete it in Pilot – then there will be no effect to object in note in Outlook).

How are synchronized categories?

Only one category (first – alphabetically) is transferred to PalmPilot,

You have to define categories in PalmPilot before you start synchronizing, otherwise will be named UNFILED in PalmPilot.

There can be up to 15 categories in Palm Pilot.

Name of one category can be max. 15 letters.

If you have more than 15 categories, I recommend this master list example:

Example, how to sort categories:

notes

1. Highest priority at the top (Business, Account, Personal

2. If Item should be in category Bank, must be also in category Account

3. Create only main categories in Palm Pilot ( 1 Business, 2 Accounts, 3 Personal )

4. I recommend to have item in main AND sub categories, not only in main, then you can go through subcategories only and not main categories.

What is transferred to Palm Pilot?

If business card has more than one category, then only first (alpha) is transferred. If you correctly input categories (see step 2), then are transferred only main categories (1 Business, 2 Account, 3 Personal)

How categorized are business cards in Palm Pilot?

All Business Cards are categorized by main categories only

How categorized are business cards in Outlook?

In Outlook you see category in each section, where should be.

Examples:

You have business card with categories 1 Business; 1.1 Hot

then you see

in Palm Pilot this card in 1 Business category

In Outlook this card in 1 Business and 1.1. Hot categories

You have business card with categories 1 Business; 1.1 Hot; 1.2 Prospects

then you see

in Palm Pilot this card in 1 Business category

in Outlook this card in 1 Business and 1.1. Hot and 1.2. Prospects categories

You have business card with categories 1 Business; 1.1 Hot; 3 Personal; 3.3 Friends

then you see

in Palm Pilot this card in 1 Business category

in Outlook this card in 1 Business and 1.1. Hot and 1.2. Prospects and 3 Personal and 3.3 Friends categories

Jiri Novis Novak