I tried calling support but after two calls with wait times of over 20 minutes, I gave up. Hopefully the forum will help.
1) How do I get the Outlook Add-in installed if I am only using ACT Web? Does it only sync with contacts or can I highlight a signature and get all of the info? Does the calendar sync work both ways and how does it differentiate between calls and meetings?
2) How do I edit a field for multiple users in ACT Web?
3) I created a note for multiple people but after closing ACT Web, I can no longer see it. Where did it go?
4) How do I change the related tasks window to show tasks I would actually like to do?
5) Why do I keep getting a duplicate contact error even when I am not creating a duplicate user? Lots of times I want to duplicte a user and change the name/ phone/email and always get this pop-up
So those are the first few questions. More to come!