02-06-2013 03:41 PM
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?
02-06-2013 04:09 PM
02-06-2013 04:25 PM
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
02-06-2013 04:38 PM
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.
02-06-2013 04:47 PM
02-06-2013 08:51 PM
You may also find this KB helpful to read:
02-06-2013 09:30 PM
02-07-2013 06:28 PM
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?
02-07-2013 07:20 PM
02-07-2013 07:25 PM
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.