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Outlook Synch Question

Copper Contributor
Posts: 75
Country: USA

Outlook Synch Question

Do I have to export all of my ACT! contacts into MS Outlook in order for ACT! history to included emails sent via Outlook? 

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Outlook Synch Question

Copper Contributor
Posts: 75
Country: USA

Re: Outlook Synch Question

Thank you very much for Mike!

Copper Contributor
Posts: 75
Country: USA

Re: Outlook Synch Question

Mike if I may ask one more question... In histories for contacts, I can only see emails that I have sent to contacts, and none that I have received from contacts.  Are we supposed to see a history of emails that we received from contacts?  

 

Thank you.

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Outlook Synch Question

Copper Contributor
Posts: 75
Country: USA

Re: Outlook Synch Question

I don't see any Outlook Rules relating to ACT! anymore, I think I recall seeing something there in the past...

 

Thank you Mike.

Copper Contributor
Posts: 75
Country: USA

Re: Outlook Synch Question

I think I found it:

 

Use Outlook 2007 Rules to automatically attach incoming e-mail messages to contacts' history
You cannot attach an e-mail message as a file if the Administrator has set the preference to restrict attaching files. You can only record a history of the e-mail message. For more information, see your Sage ACT! Administrator.
  1. In Outlook, from the Tools menu, select Rules and Alerts.
  2. Click New Rule.
  3. In the Start from a blank rule section, click Check messages when they arrive. Click Next.
  4. From the conditions list, select sender is in specified Address Book.
  5. In the Edit the rule description section, click the specified hyperlink.
  6. Select the ACT! address book to use, and then click Add. Click Next.
  7. From the Select action(s) list, select perform a custom action.
  8. In the Edit the rule description section, click the a custom action hyperlink.
  9. From the drop-down list, select ACT! - Auto Attach E-mail to ACT!.
  10. (Optional) Click Change to set the following options:
  • To have                           Sage ACT! create a contact record if the contact is not found.
  • To make the e-mail history private.
  • To record e-mail history to a different database.
  • How e-mail histories are recorded (format including any attachments).
  1. Click OK twice. Click Finish to complete the wizard.

The rule appears in your Rules and Alerts list. You may add other conditions and actions as needed; click the scenario link below for examples.

  1. Double-click the icon in the Notification Task Area (System Tray). The icon displays as a red "X".
  2. In the  dialog box that appears, click the Not Atttached Messages tab.
  3. Click each message in the list and do one of the following:
  • Retry Attach – Have ACT! try to match and attach the message again.
  • Attach to ACT! Contact – Manually choose the contact to attach the message to.
  • Attach to New ACT! Contact – Create a new ACT! contact and attach the message to it.
  • Remove – Remove the message from the queue.

See scenarios for using Outlook Rules

Platinum Elite Contributor
Posts: 14,384
Country: Australia
Copper Contributor
Posts: 75
Country: USA

Re: Outlook Synch Question

Thanks you very much Mike!