I have Microsoft Outlook Office 2007 with ACT! 2008 Premium edition. HOw do I save an incoming email(which is in Outlook 2007) to the documents tab for a CONTACT PERSON in ACT! 2008 Premium. Right now I save the email to my desktop, then open ACT!, go to the contact, then to documents tab, then ADD DOCUMENT, browse file, and locate file on desktop, then erase file from desktop .. There has to be an easier way to save incoming email correspondence from Outlook to ACT! Thank You .. that is just too many steps
You need to add your ACT! contact database as a address book in Outlook. And then your need to restart Outlook, and you'll see 2 additional ACT! icons on your Outlook tool bar. One of them gives your the possibility to attach incoming emails to ACT! contacts.
Please see page 177 of ACT! 2008 Premium User's Guide.