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Smart Tasks only compatible with Microsoft Outlook....and not Lotus Notes

New Member
Posts: 2
Country: USA

Smart Tasks only compatible with Microsoft Outlook....and not Lotus Notes

Why is it that ACT sync with Lotus Notes and Outlook for sending and receiving email, yet it will not allow Lotus Notes to be the email system for even senging automated emails through the Smart Tasks menu?

 

Is there a plan to have Smart Tasks support Notes?

 

From Help:

 

Prerequisites for Smart Tasks

To use a Smart Task that has an E-mail step, you must have e-mail set up. Currently, only Outlook* e-mail is supported with Smart Tasks. Also, if a Smart Task has an E-marketing e-mail step or Add to Drip Marketing step, you must have a Sage E-marketing for ACT! account. To use Sage E-marketing for ACT!, you need Internet access and a Sage Connected Services account. For more information, see What Is Sage E-marketing for ACT!?

 

Bronze Contributor
Posts: 955
Country: Australia

Re: Smart Tasks only compatible with Microsoft Outlook....and not Lotus Notes

I doubt you are ever going to see this and I would suggest you have a look at SAM from www.crmaddons.com as it can both do more than smarttasks and integrate for both printing or their own email application

Paul Buchtmann
pbuchtmann@ozemail.com.au Australia
Australia's First ACT Consultant (1989)

FREE Record History to change default to Call or To-Do for ACT! 2010-2012 versions. Custom versions also available.
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Smart Tasks only compatible with Microsoft Outlook....and not Lotus Notes

I agree with Paul ... not enough ACT! users still on Notes and so many functions possible with Outlook aren't for Notes

Maybe just use ACT! eMarketing as the email so you can use Smart tasks

Or have a look at ACT! for Lotus Notes ... then you can just create Notes Agents for the tasks you want