Community
Showing results for 
Search instead for 
Do you mean 
Reply

How to attach Outlook emails to ACT Premium 2012 contacts?

Copper Contributor
Posts: 33
Country: Australia

How to attach Outlook emails to ACT Premium 2012 contacts?

Hi guys,

 

I used to use ACT quite a few years ago and was able to attach a sent email in Outlook to a record in ACT - there was a button to do this from within Outlook.

 

Now using ACT Premium 2012 and Outlook 2010 and 2007 (on different PCs)  - how do I enable this functionality?

Platinum Elite Contributor
Posts: 14,388
Country: Australia

Re: How to attach Outlook emails to ACT Premium 2012 contacts?

In Preferences, setup the Email option.

If can attach sent items automatically ... without a button
Copper Super Contributor
Posts: 128
Country: USA

Re: How to attach Outlook emails to ACT Premium 2012 contacts?

i think i also seen a free add-on to acomplish this and more in this forum, i am not at that stage of testing but will post the link under "free add-on" when i see it again

server stats: Ms Svr Std 2k8, Ms SQL Svr 2k8 R2 build 10.50.4302, ACT! Premium (Web) 2014 v16.0.291.0_HotFix5, 16GIG Memory
http://www.act.com/support/getting-started-documentation
http://www.act.com/support/downloads/act-premium-v16
http://kb.swiftpage.com/app/answers/detail/a_id/36097kwAdministrator%27s%20Guide
Copper Contributor
Posts: 33
Country: Australia

Re: How to attach Outlook emails to ACT Premium 2012 contacts?


GLComputing wrote:
In Preferences, setup the Email option.

If can attach sent items automatically ... without a button

Thanks. Am I correct in thinking this would record ALL sent emails for the contacts that are in both Act and Outlook?

Because that's not what I want to to. I want to be selective about which messages I attach to the ACT record.

Platinum Elite Contributor
Posts: 14,388
Country: Australia

Re: How to attach Outlook emails to ACT Premium 2012 contacts?

softly783 -- why would you use an add-on for what ACT! already does?

nivekau -- then tell it not to record - but you need to at least add the ACT! database as an address book in Outlook
Copper Elite Contributor
Posts: 260
Country: Australia

Re: How to attach Outlook emails to ACT Premium 2012 contacts?

You may also find this KB helpful to read:

 

Understanding Email history

Cherie Buttsworth
ACT! Certified Consultant
Simply PC
cherie@simplypc.com.au
Copper Super Contributor
Posts: 128
Country: USA

Re: How to attach Outlook emails to ACT Premium 2012 contacts?

i merely stated "i seen such" not having reviewed or tested it.
Did however catch 32bit vs 64bit outlook issue, so now we are reverting office 2k10 to 32bit thank good for image backups
server stats: Ms Svr Std 2k8, Ms SQL Svr 2k8 R2 build 10.50.4302, ACT! Premium (Web) 2014 v16.0.291.0_HotFix5, 16GIG Memory
http://www.act.com/support/getting-started-documentation
http://www.act.com/support/downloads/act-premium-v16
http://kb.swiftpage.com/app/answers/detail/a_id/36097kwAdministrator%27s%20Guide
Copper Contributor
Posts: 33
Country: Australia

Re: How to attach Outlook emails to ACT Premium 2012 contacts?

Thanks Cherie and Mike.

 

I have added the ACT address book to Outlook.

 

I'm coming round to thinking we should capture all email with customers, because I can foresee important stuff being missed if we don't do it automatically.

 

I assume it can only record email to contacts that are already in the ACT db?

 

To do this do we have to use the ACT db as the primary address book in Outlook?

 

Will ACT record emails coming INTO Outlook from customers who already exist in ACT?

 

And what's the best way of dealing with email in Outlook from a NEW customer? 

Platinum Elite Contributor
Posts: 14,388
Country: Australia

Re: How to attach Outlook emails to ACT Premium 2012 contacts?

You can also create contacts in ACT! from emails and use Outlook rules to add received emails.

The best ways will depend on your own business practises.

It might be well worth your while to have a chat to an ACT! Consultant like Cherie to determine the best way for you
Copper Contributor
Posts: 33
Country: Australia

Re: How to attach Outlook emails to ACT Premium 2012 contacts?


GLComputing wrote:

It might be well worth your while to have a chat to an ACT! Consultant like Cherie to determine the best way for you

I think you're right. I'm slowly finding my way but it's very time consuming.