Issue 18 • ACT! 2005/2006 Edition

Dear FIRSTNAME,

You can create an ACT! Address Book in Outlook and then send emails to the ACT! Address Book contacts from within Outlook. After sending a message to an ACT! Address Book contact, ACT! will record a history of the email in the contact's History tab--even if ACT! isn't open.

This issue of our tips & tricks newsletter focuses on how to configure and use an ACT! Address Book in Outlook. 

Click these links to learn more detailed information about the the tips outlined in this issue:

As always, if you have any questions about ACT!, please do not hesitate to get in touch with me at 800-322-1049.

Best regards,

The staff at

Innovative Solutions
 

  

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L A T E S T   N E W S

This section removed for the newsletter archive.
 

We recommend that you purchase:

Managing Contacts
with ACT! 2006
$24.99   $22.49

Click here to order.
 
 
Creating an ACT! Address Book in Outlook
Relevant for ACT! 2005 & ACT! 2006 Users

To set up a link between ACT! and Outlook, you'll need to create an ACT! Address Book in Outlook. This will allow you to send emails directly to your ACT! contacts from within Outlook--without even opening ACT!.

To create an ACT! Address Book in Outlook:

  1. Click Tools | Email Accounts. The Email Accounts dialog box will appear.
  2. Select to add a new directory or address book and click Next.
  3. Select the Additional Address Books option and click Next.
  4. Select ACT! Address Book and click Next. Your ACT! Address Book options will appear.
  5. Click the Browse buttons to select ACT! databases to add to your ACT! Address Book in Outlook. You can add up to three databases for inclusion in the Address Book.
  6. When you're finished, click OK to create your address book. You will need to restart both Outlook and ACT! before using your new Address Book.
 
Setting the Default Attachment Options
Relevant for ACT! 2005 & ACT! 2006 Users

When you send messages in Outlook to your ACT! Address Book contacts, Outlook will create a history of the email in ACT!. Before you begin using this feature, you might want to set the default history creation options. History creation options are:

  • Do not save email to history. No history will be created for outgoing emails to your ACT! contacts.
  • Date, time, and subject. A history will be created that shows the subject line of your outgoing messages.
  • Date, time, subject, and message text. A history will be created that shows the subject and the entire message body. Only the text will appear. (Graphics and text formatting will not appear in the history.)
  • Entire email as an attachment. ACT! will save a copy of your outgoing message as a .msg or file in your default attached email folder. You'll be able to double-click the icon for the history that's created for each outgoing email, and ACT! will display the saved copy of the email that was sent.

To set the default history options for messages sent to ACT! Address Book contacts:

  1. In Outlook, click Tools | Options.
  2. You should have an ACT! tab in your Options dialog box like the one shown in the figure on this page. If you don't have an ACT! tab, you should set up an ACT! Address Book.
  3. Select the attachment options you'd like to set for emails that are sent to ACT! contacts from within Outlook.
 
Sending a Message to an ACT! Address Book Contact
Relevant for ACT! 2005 & ACT! 2006 Users

Before attempting this task, you must set up an ACT! Address Book in Outlook. If you want Outlook to save a history of your email in the Notes/History tab for your contact, then you must send the email to a contact in your ACT! Address Book in Outlook.

To send a message to an ACT! Address Book contact:

  1. In Outlook, click the New button to create a new email message.
  2. Click the To button to select a recipient from the Address Book.
  3. The Select Names dialog box will appear. In the top part of this dialog box, under the header Show Names from the, make sure ACT! Address Book is selected.
  4. Select an ACT! contact from the list on the left side of the dialog box. Click the To, Cc, or Bcc buttons to add the ACT! contact to the recipients list.
  5. Click OK to begin composing the message.

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© 2006 Thomson Course Technology.  Text adapted from Managing Contacts with ACT! 2006. Reprinted with permission.