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Quick Attach from OUTLOOK when record does not exist in ACT?

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Copper Contributor
Posts: 53
Country: USA
Accepted Solution

Quick Attach from OUTLOOK when record does not exist in ACT?

[ Edited ]

I just noticed that if I attempt to QUICK ATTACH a contact from Outlook to ACT! and the contact does not already exist in ACT, the new contact is NOT created in ACT. Is this normal behavior? If so that means I have to KNOW if the contact exists in ACT or not... Yet another variable for my addled brain to track! I attempted this with Outlook open and ACT closed, if that makes any difference.

It would be ideal if Quick Attach would attach to an existing contact if a match is found in ACT and prompt me if no existing match is found...

 

I am using ACT! 11.1 Standard with Outlook 2007.

Message Edited by vogelap on 05-21-2009 05:30 PM
-drew
www.drewvogel.com

ACT! 2013 Premium; Microsoft Office 2010

Accepted Solutions
Solution
Accepted by topic author vogelap
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Quick Attach from OUTLOOK when record does not exist in ACT?

Tools | Preferences | Email | Email Setup

Go to screen 6 of 7 - Email - Attach to ACT! Contacts

 

Have a look at the options.

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Solution
Accepted by topic author vogelap
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Quick Attach from OUTLOOK when record does not exist in ACT?

Tools | Preferences | Email | Email Setup

Go to screen 6 of 7 - Email - Attach to ACT! Contacts

 

Have a look at the options.

Copper Contributor
Posts: 53
Country: USA

Re: Quick Attach from OUTLOOK when record does not exist in ACT?

[ Edited ]
Thanks, Mike! I don't know how I overlooked "Create contacts if they are not found" in that panel, but it solves the issue.
Message Edited by vogelap on 05-22-2009 11:58 AM
-drew
www.drewvogel.com

ACT! 2013 Premium; Microsoft Office 2010