My 3 Sons: Act and Microsoft Outlook

by | Aug 7, 2023 | Act CRM Software Fundamentals

Introduction: Welcome to another informative tutorial by Tony Holowitz. In this session, Tony delves into the dynamic relationship between ACT and Microsoft Outlook, explaining how these two software programs complement each other to optimize contact management. While ACT serves as a powerful database manager for contact information, Microsoft Outlook excels as an email program. Together, they create a seamless experience for users, combining the best of both worlds.

1. The Power of Integration: Tony begins by highlighting the strengths of each software and how their integration results in a highly effective contact management system. While ACT is the go-to database for housing contact information, Microsoft Outlook’s proficiency lies in email management. The integration allows users to effortlessly send emails directly from ACT using Outlook’s email interface.

2. Sending Emails from ACT: Tony demonstrates two simple ways to send an email from ACT to a contact. Users can either click on the email address itself or select the email icon in ACT. This action automatically opens Microsoft Outlook and populates the recipient’s email address in the “To” field. This streamlined process makes email communication quick and efficient.

3. Recording Email History in ACT: One of the key advantages of using ACT and Microsoft Outlook together is the ability to track email history. When an email is sent from ACT via Outlook, ACT automatically records the email in the contact’s history area. Users have the option to include just the subject line or the entire email content, ensuring a comprehensive record of correspondence with each contact.

4. Benefits in Team Environments: Tony briefly touches on the advantages of using ACT and Outlook in larger organizations where multiple employees manage contacts. The email history recorded in ACT’s history area enables team members to access a chronological log of interactions with each contact. This feature facilitates collaboration and ensures a consistent approach to communication.

Conclusion: In this insightful tutorial, Tony Holowitz emphasizes the powerful synergy between ACT and Microsoft Outlook. By combining ACT’s robust contact database with Outlook’s efficient email capabilities, users can seamlessly send emails to contacts from ACT and automatically record the correspondence in ACT’s history area. This integration streamlines contact management and enhances productivity. Whether you are an individual professional or part of a larger team, leveraging the relationship between ACT and Microsoft Outlook will undoubtedly elevate your contact management experience to new heights.