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Creating new outlook contact from Act

Copper Contributor
Posts: 108
Country: Canada

Creating new outlook contact from Act

One of the items that is supposed to be available in 2011 Pro

Can't seem to find how this is accomplished.

 

 

 

Using Outlook 2007

 

Tom David Moxam
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Creating new outlook contact from Act

I believe you are referring to the synchronization between ACT! and Outlook.  Here is an article with information for this option: KB Article 26813.

 

Another option would be to export your ACT! contacts to a Text Delimited file and then import that file into Outlook.  You could also use the Contact List > Export to Excel function to create the file.

Greg Martin
Sage
Copper Contributor
Posts: 108
Country: Canada

Re: Creating new outlook contact from Act

I am aware of syncing - but as per Act Marketing they make the statment that you can Create a New Outlook Contact from Act..

 

I set up sync  with - new contacts / updated contacts

 

made new contact - outlook test - added email

 

ran sync twice

 

Contact not added to Outlook!

 

have followed KB articles on syncing

 

change metadata

distribution lists.......

 

Part of my sync problems may lie in a line in the KB - sync will stop working if you MANUALLY delete contact ( How else are you supposed to delete

 

 

Tom David Moxam