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jeff.winstead@sbcglobal.net

Operate from one program

Status: Submitted for voting
by jeff.winstead@sbcglobal.net on ‎06-06-2009 04:21 PM
It is somewhat cumbersome having to switch back & forth between Outlook & ACT when you receive an email.  I would like to be able to receive emails directly by ACT without ever opening Outlook.  I don't know if this is possible, but one idea would be to have a window on the dashboard display your Outlook inbox where you could have a quick snapshot of the emails coming into Outlook & decide whether or not to attach to an ACT record.  I would also like to see a window available in the dashboard that would allow me to set up an internet home page, so I could go quickly to the internet to search for the information I am looking for at that moment.  Maybe these features are already available in ACT, if so please advise, because I obviously am not reaping all the benefits of this program.
Comments
by Silver Elite Contributor
on ‎06-07-2009 04:31 AM

Jeff

 

You can also set up Outlook rules so that incoming emails that match existing ACT contacts in the Outlook ACT! Address Book are attached automatically, although some users, including myself, have had problems with Outlook crashing when this is set up.

 

Jeff

by jeff.winstead@sbcglobal.net
on ‎06-07-2009 12:20 PM

Jeff,

 

I appreciate your idea.  I have tried this & have experienced Outlook crashing.  Thanks for your input & if you have any other ideas regarding ACT that have been effective for your company please feel free to share.

by Silver Elite Contributor
on ‎06-09-2009 01:01 AM

I do also wonder about the whole business of copying emails from Outlook to ACT!  Although I do just that, for me, the ideal solution would be to leave emails in the best place for handling email; Outlook, but to have links and previews to those emails showing in ACT. I don't know how or if it is possible to make only certain emails in Outlook available to all ACT users, but if it could be done this would be the way to go.

 

It has the additional potential benefit that you would be able to see and access any email attachments, which is not possible when saving the subject and body to ACT!

 

Jeff

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