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ACT! and Word integration

New Member
Posts: 7
Country: Canada

ACT! and Word integration

I am running ACT V17 on Windows 7 OS along with Office 365. All users run into the same problems:


1. As we work with contacts, we create letters from templates for word that are printed. These never have a dialog to attach to the contact. We have to go to the add-in menu to do so.

2. When we go to the add-in menu to attach the document, about 50% of the time, it will request we save the document. The other 50% it will give it its own name and save it automatically (preferred)

3. As we work through the day with act, we get the "word has saved a copy of the template..." when we try to close word. Similarly, there are usually 10-15 instances of word open at the end of the day (not visible as windows, but only visible under task manager).


Is there something I'm doing that is wrong or some hot-fix needed?

Posts: 4,041
Country: United_Kingdom

Re: ACT! and Word integration

Hi Kelley,

This seems to be a complex issue and would need to be looked at in more detail by one of our technicians. Please give our US technical support a call on 866 873 2006, or if you require French speaking support, please call +44(0)845 268 0220.