Introduction: In this tutorial, Tony Holowitz, an expert ACT CRM consultant, guides users on how to configure ACT for Outlook settings. By following these steps, users can seamlessly integrate their ACT database with Outlook for efficient email management and history recording.

Meet Tony Holowitz: Your ACT CRM Guide: Tony Holowitz, a renowned ACT CRM consultant, shares his expertise to help users optimize their ACT for Outlook settings. With his guidance, users can ensure a smooth and productive email integration process.

Step 1: Accessing ACT for Outlook Settings: After installing ACT for Outlook, open Microsoft Outlook, and observe the right-hand side of the screen. Locate the “ACT Database Settings” and “ACT for Outlook Settings” options. Start by clicking on “ACT for Outlook Settings.”

Step 2: Database Login Configuration: In the “ACT for Outlook Settings” dialog box, provide essential information to log in to your ACT database. Enter the database path, username, and password. Click on “Login” to verify the successful connection. If any issues arise, double-check the username and password combination.

Step 3: History Recording Preferences: In the same dialog box, users can configure history recording preferences. Decide how emails should be attached to the ACT database, considering options like email subject only, email subject and body, and email subject and attachments. Users also have the choice to make history private to keep confidential emails secure.

Step 4: Managing Incoming Messages: Users can determine how incoming messages are attached, providing flexibility and convenience. ACT for Outlook can even attach incoming messages from devices other than the current computer, such as mobile phones or tablets.

Step 5: Saving and Closing Settings: Once all preferences are set, click on “Save and Close” to save the changes made in the ACT for Outlook settings.

Step 6: ACT Database Settings: The second part of the setup involves configuring the ACT database settings. This section includes “Contact Field Mapping,” “Activity Settings,” “History Settings,” and “Contact Exclusion Settings.”

Step 7: Contact Field Mapping: In “Contact Field Mapping,” users can determine how to map and interpret existing data in the ACT database. Tony emphasizes using email as a key identifier to check for duplicates.

Step 8: Activity Settings: Tony plans to cover “Activity Settings” in detail in a future tutorial, but these settings govern how activities are recorded in ACT.

Step 9: History Settings: History settings determine how users want history recorded, including email auto-attachment and other preferences.

Step 10: Contact Exclusion Settings: Contact exclusion settings allow users to specify contacts to be excluded from recording based on ACT fields.

Conclusion: Efficiently Configure ACT for Outlook Settings: Thanks to Tony Holowitz’s guidance, users can efficiently configure ACT for Outlook settings. By following the steps outlined in this tutorial, users can seamlessly integrate their ACT database with Outlook, ensuring streamlined email management and history recording.