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Creating a Quote from Opportunities dialog box

Nickel Super Contributor
Posts: 481
Country: United_Kingdom

Re: Creating a Quote from Opportunities dialog box

You will need to configure the outlook settings by clicking on the Email System setup button.

This should help you to configure Outlook via the desktop client. http://kb.swiftpage.com/app/answers/detail/a_id/26832

 

If you are using ACT! via the web (via a browser)  With no ACT! application installed on the machine you need to configure it by following http://kb.swiftpage.com/app/answers/detail/a_id/19465 

 

You cannot install the Web client  outlook plugin (Outlooksetup.exe via the E-Mail Preferences -- webpage Dialog email integration if you have the ACT! application installed on your machine.

 

I hope this helps

New Member
Posts: 3
Country: South_Africa

Re: Creating a Quote from Opportunities dialog box

Good day,

thank you for the feedback.

I am unable to do the set up as per your first link because the "E-mail set up wizard 2 of 3" is empty.

there are no options.

Nickel Super Contributor
Posts: 481
Country: United_Kingdom

Re: Creating a Quote from Opportunities dialog box

You may I would do a repair of Microsoft office.

Also have a look at this http://kb.swiftpage.com/app/answers/detail/a_id/14425