CRM Service ACT Email Connect

Email from Outlook and easily, reliably attach that email to your ACT! contact

Email Connect

Do you need to be able to attach incoming and outgoing emails to your ACT! contacts? Would you prefer to do this all within Outlook and not have to do an absurd amount of  mouse clicks to achieve it? Then ACT! email connect is the answer. Email connect puts a special menu in Outlook so you can optionally attach and outgoing email with one click, or attach an incoming email to any contact in the currently open database.
Features:

  • Reliably attach the email to a contact, company or a group
  • Confirmation popup that the email successfully attached
  • Supports Office 2007 and any version of ACT!
  • Attach emails in Outlook in masses
  • Create a new contact on the fly if they are not already in your ACT! database
  • Update a contacts email address from their incoming email
  • Lookup the contact from the email
  • Create a follow-up activity from the email
  • Many configuration options, attach entire email in the body, or as a link, etc
  • Supported and works on Citrix or Terminal Server

Call or email for a three page training guide on how to use the application.

Questions? Call Us At:

1-626-358-1112

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Get In Touch

Kathleen Fernan
ACT! Certified Advisor
QuickBooks Adv Certified
Monrovia Office
(626) 358-1112
kathleen@knkbs.com

Kerry Whitmire
QuickBooks Adv Certified
Simi Valley Office
(805) 279-0978
kerry@knkbs.com

Arlene Karma
QuickBooks Certified
San Diego Office
(619) 938-0381
arlene@knkbs.com

Jeri Egigian
QuickBooks Advisor
Huntington Beach Office
(714) 300-3316
jeri@knkbs.com