Introduction: Welcome back, ladies and gentlemen! This is Tony Holowitz, and we’re continuing with Part 2 of our video series on setting up Act4Outlook, a powerful add-on from keystroke that seamlessly integrates Act! with Microsoft Outlook. In this part, we’ll dive into the essential settings for Act database and Act for Outlook to ensure a smooth and efficient workflow. Let’s get started!
Step 1: Configuring Act Database Settings
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Open Microsoft Outlook, and in the top right-hand corner, click on “Act Database Settings” and then “Act for Outlook.”
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In the Act Database Settings window, focus on the following key settings: a. Contact Field Mapping: Leave it as is for now. b. Activity Settings: Set it as “Meeting.” c. History Settings: Choose “Email Auto Attach” and click Save.
Step 2: Act for Outlook Settings
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In the Act for Outlook settings window, ensure you have the following information ready: a. Database Location: The path to your Act! database. b. Username and Password: For accessing the Act! database.
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Enter the required information and click on “Login.” Make sure the details are accurate to avoid any error messages.
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Under “History Recording,” configure the following options: a. Email Subject Body and Attachments: Select this option. b. Attach Emails to Act Database Users: Enable this feature to keep track of sent emails. c. Automatically Attach Incoming Emails: Ensure this option is checked for seamless integration. d. Ignore Domains: Optionally, you can specify certain domain names to be ignored if necessary.
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Leave the “Update” option unchecked and click on “Save and Close.”
Conclusion: Congratulations! You’ve successfully completed the setup for Act4Outlook. By configuring Act database and Act for Outlook settings, you’ve empowered Act! and Microsoft Outlook to work hand-in-hand, making your workflow more efficient and productive. Now, you can seamlessly manage your contacts, emails, and activities directly from your Outlook, streamlining your daily tasks.
Stay tuned for more useful tips and tricks from Tony Holowitz in our future video series. Should you need further assistance or have any questions, feel free to reach out to Tony at [Phone Number] or [Email Address]. Thank you for joining us, and have a wonderful day!