Introduction: Hello, ladies and gentlemen! Welcome to 365 ACT Tips. In this tutorial, I’ll show you a quick and efficient method to add a contact to ACT from a Microsoft Outlook email. By leveraging the “Add-ins” feature in Outlook, you can seamlessly transfer essential contact information to your ACT database. Let’s dive in!

1. Accessing the “Add-ins” Tab in Microsoft Outlook To begin, open the email from which you want to add a contact to ACT. In Outlook, navigate to the “Add-ins” tab located in the top menu bar.

2. Utilizing ACT Premium for Web and Desktop Versions Note: The tutorial showcases the process for users who have both ACT Premium for Web and the desktop version installed. If you have only one version, you may have a single icon relevant to your ACT setup.

3. Creating an ACT Contact from the Outlook Email Click on the appropriate icon labeled “Create an ACT Contact.” This action will initiate the transfer of contact information from the email to ACT. The system will prompt you to enter additional details, such as the company name, to complete the contact entry.

4. Completing the Contact Information Although the initial transfer includes your name and email address, you may need to fill in other essential information to complete the contact’s entry. ACT may have some limitations on the data it pulls from the email, so make sure to review and edit the details in ACT as needed.

5. Customizing and Enhancing Contact Information To ensure comprehensive and accurate contact records, you can further edit the contact details in ACT. Feel free to copy and paste any additional information from the email into the contact record, making it a comprehensive and centralized database.

6. Troubleshooting and Configuration Assistance If you encounter any issues while attempting to add contacts to ACT from Outlook, it might be related to the configuration settings between ACT and Outlook. Reach out to me, Tony Holowitz, for expert assistance in resolving configuration problems and optimizing your workflow.

Conclusion: Congratulations! You’ve learned how to seamlessly add contacts to ACT from Microsoft Outlook emails using the “Add-ins” feature. This efficient method can save you valuable time and energy while ensuring that your ACT database remains up-to-date and organized. If you encounter any challenges or require further assistance, don’t hesitate to contact me for expert support. Thank you for joining us today, and have a great day!