Outlook Email Integration with ACT! by Sage just got easier…
In August I got quite a response when asking about your experience with email integration and ACT:
Since then I’ve been testing a product designed to solve many issues ACT users have when it comes to email integration with Outlook. If you want better use of email and your ACT database, check out what some folks in Germany put together in a video I’ve prepared for you(press Play button [triangle] in lower left) .
[want to order...click this button]
**No time for a video? Here’s the skinny…
Problems with ACT and Email as is:
o ACT email is deemed ‘clunky’
o People want Outlook and ACT together, however
- No Merge Functionality
- No update for ACT contacts
- No ability to create ACT activities from Outlook emails
- Must disable “Word as editor” (for OL 2000/2002/2003)
3 Things I like about this addon:
o Extends functionality of Outlook for ACT users (‘Word’ as editor)
o Mail Merge is back, and well done
o Compatability. ACT 2005-2008, Outlook 2000/2002/2003/2007)…any combination. If you have Outlook 2007 and ACT 2005 or newer, this product works.
3 Things I don’t like…
o Must wait 1 business day to get the license after purchase
o Trial is poorly implemented (too many restrictions)
o No interface to modify preferences after install
Updated: The product now has a settings management screen.
Think you might benefit from this product? Go here.
Or…
As always comments on the blog are welcome.
-Travis
