Fast Tip Friday: Sending Google Gmail in Sage ACT! #SageACT
bybwhalen_sage10-28-201110:08 AM - edited 11-11-201108:36 AM
In the past few weeks, we’ve spent some time learning about the really useful Google integration features such as Contact, Calendar, and Gmail History integration in Sage ACT! 2012. If you are an avid Gmail user, you may want to send Gmail from a contact record, rather than having to open your web browser, log in to Gmail, address a message, and then send it. The Web Info tab in Sage ACT! is a built-in browser that may be customized to pass Sage ACT! data to remote web sites. Using this clever tip, you can create a custom link for Gmail and send messages directly from a contact record. Here’s how!
Sending Gmail from the Web Info Tab:
To create a Gmail message for the current contact from the Web Info tab:
1. Look up a Contact.
2. Click on the Web Info tab.
3. Click Edit Links.
4. Click Add.
5. For the Site Name, type in "Send Gmail", or other name that you would like to use.