Introduction: Hello, ladies and gentlemen! Tony Holowitz is here with a helpful tutorial on how to install Act4Outlook – a fantastic software tool that integrates Act! with Microsoft Outlook. In this first part, Tony will walk you through the initial steps of downloading and installing Act4Outlook on your computer. So, let’s get started!

Step 1: Download Act4Outlook

1. Navigate to the website keystroke.ca, where you can find Act4Outlook under the “Apps” section.
2. Click on “Act for Products,” then select “Act for Outlook.”
3. Locate the download box and click on it to initiate the download process.
4. After the download is complete, you’ll find the installation file in your downloads folder. (Note: The location of the downloads folder may vary depending on your browser.)

Step 2: Install Act4Outlook

1. Double-click on the Act4Outlook installation file to start the installation process.
2. Follow the on-screen instructions to install Act4Outlook on your computer.

Step 3: Configure Act4Outlook

1. Before using Act4Outlook, you’ll need to configure it with your Act! database. To do this, you’ll need the following information: a. Name of the Act! database (e.g., act_tips) b. Location of the Act! database on your computer c. Username and password (if applicable) for accessing the Act! database

2. To find the name and location of your Act! database, click on “Help” in Act! and select “About Act.” In the pop-up window, look for the “Database File Location” to find the name and location.

3. Make sure to have your username and password ready, as you’ll need them during the configuration process.

Step 4: Start Configuring Act4Outlook

1. Open Act4Outlook and click on the “Configuration” option.
2. Enter the name, location, username, and password of your Act! database in the appropriate fields.
3. Once you’ve entered all the required information, click on “Save” to complete the configuration.

Conclusion: Congratulations! You have successfully downloaded, installed, and configured Act4Outlook on your computer. With this integration, Act! and Microsoft Outlook will work harmoniously together, streamlining your workflows and enhancing productivity. Stay tuned for Part 2 of this tutorial, where Tony Holowitz will delve into more advanced features of Act4Outlook.

For any questions or further assistance, feel free to reach out to Tony Holowitz at [Phone Number] or email [Email Address]. Thank you for watching, and have a great day!