Introduction
Welcome to the second part of Tony Holowitz’s insightful tutorial on connecting ACT with Outlook. In this segment, Tony dives deeper into streamlining email attachments and managing contacts efficiently. Learn how to attach emails to multiple contacts and gain a better understanding of the quick attach feature.
1: Quick Attach – Streamlining Email Attachments
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Automated Attachment: Tony explains how ACT automatically attaches emails to corresponding contacts with matching email addresses. Users can rely on ACT to work in the background and link emails to appropriate contacts, making email organization effortless.
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Quick Attach Feature: Tony demonstrates the “Quick Attach” option, which allows users to manually link an email to multiple contacts, even if their email addresses don’t match. He illustrates how to select multiple contacts and attach the email to all of them, simplifying the attachment process.
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Creating New Contacts: In addition to attaching emails to existing contacts, Tony showcases how users can create new contacts within ACT and attach the email to them seamlessly.
2: Monitoring Attachment Progress
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Show Progress Feature: Tony introduces the “Show Progress” option, accessible through the envelope icon with a red X. By right-clicking on it, users can monitor the attachment progress and see which emails have been successfully attached to contacts.
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Addressing Unattached Messages: Users can easily identify messages that have not been attached to contacts and address them accordingly, ensuring no email remains unlinked.
Conclusion
In this instructive tutorial, Tony Holowitz expands on the integration of ACT and Outlook, focusing on simplifying email attachments and managing contacts effectively. By leveraging the Quick Attach feature and monitoring attachment progress, users can streamline their email organization process and ensure all emails are accurately linked to corresponding contacts.
Streamline your email attachments and contact management with Tony Holowitz’s expert guidance. Thank you for joining us in this tutorial, and stay tuned for more valuable insights on ACT and Outlook integration. With Tony’s tips, managing your emails and contacts becomes a breeze.