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ACT, Outlook & Address field issue

New Member
Posts: 6
Country: United_Kingdom

ACT, Outlook & Address field issue

Hi Kids,

 

Quick question, employees were constantly not filling out the address fields, so I made the address fields

mandatory which I thought would solve the problem but now I have discovered that they are creating new contacts

through Outlook & Act isnt making the address field mandatory, how or can I fix this?????

 

Robot Mad Robot Mad Robot Mad

Copper Contributor
Posts: 30
Country: Netherlands

Re: ACT, Outlook & Address field issue

The only way you can achieve filling the fields is making those fields mandatory in Outlook, there is not yet a standard way, out of the box, to realize that (for instance when synchronising or importing) in Act! v16.

Hein Campmans
http://connect2act.com
New Member
Posts: 6
Country: United_Kingdom

Re: ACT, Outlook & Address field issue

Thankyou, would know how to make it mandatory within Outlook would you?

Bronze Super Contributor
Posts: 1,679
Country: Australia

Re: ACT, Outlook & Address field issue

We've approached it from a user training perspective and encourage 'gardening' the database, pulling out the weeds as they see them, and in a few cases we've (our clients) have implemented processes that reward proper filling in of contact/company/opportunity records. It's all about changing the culture to one of seeing the database as the pot of gold that it is, so that all staff see the value in maintaining it properly.

Copper Contributor
Posts: 30
Country: Netherlands

Re: ACT, Outlook & Address field issue

Thank you for your feedback. I'm not familiar with making fields mandatory in Outlook, there might be a plugin, or we could program it. But I fully agree with Ben, I'm configuring Act! for 15 years, and less than 1% of the fields I have made mandatory. Sometimes I write a document for using Act! within an organisation, and we let the organisations have training their employees motivated to fill out all the relevant fields for their Act! CRM.

 

Hein Campmans

http://connect2act.com

Hein Campmans
http://connect2act.com
New Member
Posts: 6
Country: United_Kingdom

Re: ACT, Outlook & Address field issue

Hi Guys,

 

Many thanks for your input I do agree with everything you have said but when its the MD doing this it makes pretty hard to approach & motivate.