08-04-2008 10:08 AM
We're running ACT 6.0 with the Act!4Advisors addon. We also run Microsoft Exchange with Outlook as our email system. Email is not currently integrated with ACT!
Is it possible to integrate these to the extent that we can set up ACT to automatically email the financial advisors when there are changes to the customer's record, and to update notes/activities when emailing customers?
10-23-2008 02:43 PM
Contact Act4Advisors to upgrade your ACT! and Act4Advisors. A new addon is also available that will allow you to automatically email but this addon is for the newer ACT! only. The product is called, TopLine Alerts http://www.toplineresults.com/products/toplinealerts/index.htm
Act4Advisors is www.software4advisors.com