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can't synchronize Outlook email w/ACT

New Member
Posts: 3
Country: USA

can't synchronize Outlook email w/ACT

Using ACT premium and Outlook (office pro 2010) running on Windows 7.  Scheduled tasks do synchronize w/calendar but received Email does not appear in ACT.  Synchronizatiion  preferences under Tools, Synchronize w/Outlook and under the synchro email tab does not let me choose what I want to synchro.  The buttons to check are not there.  Consequently I receive no emails in act.

Copper Super Contributor
Posts: 112
Country: USA

Re: can't synchronize Outlook email w/ACT

It appears you are trying to auto-attach incoming e-mails to act! contacts.

 

This is possible by setting up a rule in Outlook.   Find "Rules" and "Create Rule".  On the first rule screen select "Advanced Options"

 The condition is "Sender is in a specified address book."  then click on "specified" to select the ACT! address book

  Then click "next"

 Then select "perform a custom action".  When you click on the link you will be able to select "Auto-attach e-mail to ACT! contact history"  Then finish the rule either using the default name or changing it as you please.

 

Both of the blue items above are near the bottom of the list, so you'll have to scroll down.

____________________________________________________
Don Joseph
ACT! Certified Consultant
dljoseph@brainsell.net
New Member
Posts: 3
Country: USA

Re: can't synchronize Outlook email w/ACT

Great, thanks, have been screwing around with this one for months!