Thursday, July 8, 2010

How to Create an ACT! Contact Directly from an Outlook E-mail?

Did you know that you can create a new ACT! contact directly from an Outlook e-mail message?

1. Once you integrate* your ACT! and Outlook, you will see this new ACT! icon "Create a new contact in ACT!" appearing on e-mail messages in your Outlook.

2. Open any e-mail and click on the Create ACT! Contact icon on the task bar.

3. ACT! will automatically create a contact record based on the information available in the e-mail (it populates the Contact name and E-mail Address fields).

4. You can then add additional information to fields such as phone, address, company, etc.

ACT! will even check for duplicates before adding a contact. This allows you to efficiently add new contacts, while ensuring a clean database.

#Feature available only in ACT! 2007 and 2008

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