09-10-2011 11:39 AM
I am trying to attach an email to a corporate record, however there is no option in my Outlook to actually do this. There isn't anything in Outlook related to Act!. Please help.
09-10-2011 12:25 PM
Have you setup the outlook integration? You can reference help in order to provide details on how to do this. Buttons won't appear in outlook until the setup portion is complete.
09-10-2011 12:52 PM
Here you go -
When it asks you to select an ACT! db to the address book that is where you select the databases you want Outlook to integrate with. If you are using more than one db just keep in mind that only the default db will get the automatic history creation. Also, once you are are all done you'll likely need to restart outlook in order for the changes to take effect.
09-10-2011 02:33 PM
Okay, so I went through the process and restarted both apps. I still can't figure out how to attach a specific email to a company record. I've tried clicking on all of the buttons.
09-10-2011 02:52 PM
Can you now write outlook emails through Act! 2012? Since I use Outlook 2010 I forgot exactly how to do it in 2007. I think you should be able to highlight the message and either right click to get the Act menu choices or there is an Act button(s) on the right side top menu. The button may be off the page so you have to click other or another like button to show the Act menu.