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Linking outgoing & incoming emails to Act

Copper Contributor
Posts: 67
Country: New Zealand

Linking outgoing & incoming emails to Act

I was wondering if there was an addon that will allow you to link outgoing & incoming emails to opportunities in Act! 2010.  I see the Share with function for outgoing emails but that seems a little cumbersome.  Thanks

 

Tony

New Member
Posts: 2
Country: USA

Re: Linking outgoing & incoming emails to Act

Tony,
I need ACT to link emails to opportunities as well. Did you ever find if this works, or workaround ?
Bronze Elite Contributor
Posts: 2,546
Country: New_Zealand

Re: Linking outgoing & incoming emails to Act

Chris,

If you download our Outlook plugin from FreeActAddons that will attach an email to an opportunity. Note this product was built for Outlook 2003 and it works best with that version of Outlook. It will install with 2007 and 2010 but there can be stability issues. We will be rebuilding this product within 6 months so that it is compatible with Outlook 2010 and 2013

Graeme Leo
Xact Software - consultants and developers
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