Just a quickie for those using Act by Sage as a CRM
12.9.2008
Act by Sage Outlook to Act Auto E-mail Attach
For those of you that use Act by Sage for your contact management, as I do, and also use Outlook as your e-mail platform, one of the things I always thought that was missing was the ability to automatically attach incoming e-mails to the sender’s Contact page. Well, Act to the rescue. Act just forwarded me what it calls a “Fast Tip” that walks the Act user through the set-up instructions of having incoming e-mails automatically attached to a contact, provided they are in your Act address book. I tried it, and it worked perfectly. No more searching for e-mails in Outlook, now I just go to the Contact>History and there they are. Awesome!
To access the directions in Act’s Knowledgebase go here.
For all you Act by Sage fans, I hope this tip helps you too!
Preston Ehrler
Enjoy this article? Sign up for our newsletter to be alerted when new articles are published. Join Today!
-
http://glcomputing.blogspot.com/ Mike Lazarus
-
http://preston@webvantix.com jpehrler


My name is Preston Ehrler and I started Webvantix to bring professional website design and website redesign to businesses that desperately needed help. Additionally, Webvantix blogs about ideas and tips for marketing your business online. Our team is comprised of individuals who are highly skilled in the fields of social media marketing, design, coding and programming. If you need our help, or simply have a question, we welcome your contact!
Facebook
Linkedin
Technorati
Twitter