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ACT! 2011 Integration with Microsoft Outlook 2007

Written By: Cliff Ford on February 28, 2011 No Comment

Microsoft Outlook 2007 integrates with ACT 2011

Sage ACT has improved their integration with Microsoft Outlook over the recent versions. A number of ACT! Add ons have been developed over recent years to improve Outlook Integration.

Outlook Addons for Sage ACT!

The two main, stable addons have been

  • Companion Link (this syncs contacts and calendar with Outlook) and
  • ACT E-Mail Connect (this uses Outlook E-mail with ACT – packed with very useful features).

Improvements within ACT! 

The new project management with Outlook  includes 3 main components: Calendar Syncing, Contact Syncing, and Consolidated configuration

A) Contact Syncing within ACT

  1. Users can now create new Outlook Contacts from ACT!
  2. Contacts are always up to date regardless of where they were created or changed
  3. Users can create new ACT! Contacts from Outlook
  4. Contact syncing requires that an address book be set up in ACT!
  5. Contact Sync Sets. Please note that only Admins can create contact sync sets. There are also several default sync sets (All Contacts, Last Added, Last Edited, Customers, Friends/Family). Also, Sync sets only apply to ACT! contacts (not Outlook contacts).
  6. If a contact is added to Outlook, it will resolve on the email address in ACT! and link them, or create a new Contact in ACT!
  7. Users can now control which ACT! Contacts are synced to Outlook

B) Calendar Syncing within ACT!

  1. Calendars are always up-to-date, regardless of where events were created or modified
  2. There are no duplicate entries.
  3. Same features are available for users of ACT for Web.
  4. Users choose which system alarms display in
  5. Sync runs even with Outlook and/or ACT! closed
  6. Users can select which ACT! Activity types to sync to Outlook
  7. There is a New activity type in ACT! 2011: “Appointment”. This is the Outlook activity type when no other contacts are invited. This may not sound like a big deal, but this is Huge! If users make an ACT! appointment and invite other contacts, Outlook will change it from “Appointment” to “Meeting” after syncing.

C) Consolidated Configuration of ACT! Sync to Outlook Project Management 

  1. ACT! by Sage 2011 allows you to configure an Auto-Sync! These can be scheduled as frequently as one minute, although we would advise against this – for performance purposes. To limit performance impact, 10 minute scheduling interval is recommended
  2. Users can setup all Outlook integration features at one time – in one place – in Preferences window.
  3. Users can also restrict email integration to avoid adding sensitive histories to internal contacts

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Cliff Ford Author: Cliff Ford. CRM Solution Comparison has provided CRM cloud software reviews and evaluations for several years. Our staff of CRM certified partners implements, tests and uses the various systems discussed within this blog. We have created a number of excellent CRM comparison and evaluation tools that we provide our readers. Google

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