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Fast Tip Friday: Attaching Web Pages to Contacts #SageACT

by bwhalen_sage on ‎02-18-2013 07:31 AM (2,061 Views)

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Sage ACT! integrates with many popular programs including Microsoft Word, Excel, Outlook, and Internet Explorer. Collecting and archiving information you share with contacts is easy with a clever tool that gets added to Microsoft Internet Explorer when you install Sage ACT!. In this week's tip, I’ll show you how to attach a web page to a contact.

 

Attaching a Web Page to a Contact

 

When you stumble (purposely or by accident) on a web page that has content relevant to a contact in your database, you can attach this information to a contact in Sage ACT! for quick reference. For example, imagine an IT consultant has configured a server for a client and wants to capture the configuration for reference or to share with a contact. You can attach the web page detailing the configuration using either of the following methods:

 

From Internet Explorer:

 

1. Click Tools > Attach Web page to ACT! contact.

 

 

2. Select Contacts, Groups, or Companies to attach the page to. For contacts, select contact names from the list, then click the > to add contacts to the "Selected contacts" list, and then click OK

 

3. The details of the attached Web page appear on the History tab. To open the Web page from the History tab, select the link in the preview pane.

 

 

From the Web Info Tab:

 

1. Select the Google Search (or other) link, and search for relevant content.

 

2. After locating the web page to attach, click Attach Web Page on the toolbar.

 

3. The details of the attached Web page appear on the History tab. To open the Web page from the History tab, select the link in the preview pane.

 

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