11-17-2008 01:23 PM
11-18-2008 01:08 PM
You need to be sure that the ACT! Outlook Add-in is working properly.
1) Be sure that the ACT! Address Book is configured. (The easiest way to do this is with the Email System Setup Wizard through Tool | Preferences - Email tab or through the Setup Wizard under Help.)
2) After setting up the ACT! Address Book, run Outlook.
You should see some ACT! icons on the tool bar (Quick Attach is the most noticable one)
If you do not see the icons, check that the Address Book is working (Shift-Ctrl-B, and check that the ACT! address book is shown in the Address Book drop-down) If the Address Book is not working, that needs to be fixed first. If the address book is working, and you do not have the ACT! icons, you need to get the add-in working.
Once the Add-in is working, every time you send an email, it can be automatically recorded to histories.
When you create a new email, a new tab will appear on your Ribbon labled "Add-Ins". On this tab are some drop downs which control if and how histories are recorded when you send the email.
These options are defaulted according to the settings you set through the email setup Wizard.
11-19-2008 05:07 AM
Without the Address Book, the Add-in won't work.
Have you gone through the Email Wizard in ACT! and set up the Address Books? (Be sure that Outlook is checked as an email client, and be sure to Add at least one database to the Address Book page of the Wizard.)
If so, try again, then the next step would be to try to set up the Address book manuall.
In Outlook, goto Tools | Acount Settings.
The last tabe is Address Books.
If the ACT! Address Book is installed and configured, you would see an address book named ACT! Address Book.
Presumably you don't, so click New...
Select Aditional Address Books
Click on the ACT! Address Book and click Next
You will be prompted to configure the Address Book.
Post back if any of the following are true/happen:
10-21-2015 06:13 AM
Is there a way to sync and make sure that old emails sent by an to contacts synced with act show up in history?
For instance, I sent a lot of emails to a client before we got ActPro17. Now it is synced but only new emails I sent show in history.
I would like emails they sent to me, and past conversations to appear in the hisotry tab on Act.
Using ActPro17 and Outlook 2010
10-22-2015 03:55 AM