05-03-2011 08:55 AM
Outlook IntegrateR1 will do this. You simply right click on the message in your inbox or your sent items folder, and then choose records to specific contact/records. You can then search for the name of the opportunity that you created in ACT!. Then attach it. You can also configure what search fields you want to search on in the opportunity. So if you created a custom field, we can use that to search on.
Free 30 day trial if I remember correctly.
Works on ACT! 2005-2011. Works with Outlook 2000-2010.
If you want to be able to attach to opportunities, then you need ACT! 2010 or newer.
05-03-2011 12:04 PM - edited 05-03-2011 12:06 PM
If you go to www.freeactaddons.com and choose the first free addon called Xact Outlook Contacts Addin that will do what you want. Sorry for the confusion we need to be clearer with the explanation. Will make changes to the description on our site soon.
09-06-2013 03:05 AM
I also tried installing this but got nowhere. I followed the instructions, but I just don't get the Xact menu options appearing in the Add-Ins tab. Any suggestions would be appreciated.
09-09-2013 02:18 PM
The addon for Outlook, downloaded from www.freeactaddons.com was built for Office 2003 and while it will run with 2010 or 2013 it will get rejected from time to time. With changes to Visual Studio and release of Office 2010 allows us to build a more robust integration, however we won't have the new version available until late October 2013. Thanks for your enquiry.
11-27-2013 07:50 AM
I'm using Outlook 2007, Win 7, and Act Pro v16. Can't seem to get your (truly needed) Outlook Addin to work. I follow the instructions to the letter, but I just don't see any results. I'm hoping the release you suggested above might help this, so was hoping to find out what your schedule looks like. I understand it's a free product, and that you need to invest in it only when it makes business sense, so whatever you can do is truly appreciated by the community.
Btw, I think it may have something to do with the o2007pia.msi installation. I suspect this because your instructions say to follow the intallation instructions when running it, but none come up. Windows suggests there is a compatiblity error when I run a compatibility check.
Anyway, thanks in advance.
11-27-2013 01:56 PM
We are currently full time on moving our add-on software products to subscription services. Unfortunately we don't have anytime to spend to update free add-ons at this point. It is likely in early 2014 we will update the free products and they would fall under the subscription model but the base version remain free.