CRM Service ACT Email Connect
Email from Outlook and easily, reliably attach that email to your ACT! contact
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.