A brief overview of the features:
Every email sent and received through Outlook is automatically recorded, the Outlook calendar and contacts are synchronized, and letters can be written using the Word plugin. These and numerous other useful capabilities will make your work with Act! easier.
Before installation you need local administrator rights, which can be revoked after installation and integration.
To do this, log in to Windows with the user who will later use the integration.
ATTENTION: Act! for Windows must not be installed on the device, because it can lead to complications.
Therefore, Act! for Windows must be uninstalled BEFORE installing the Office integration and all Office programs should be closed to ensure an error-free installation.
- Outlook Plugin Integration
- Integration of the Word plugin
An attractive alternative for Office integration is the addon EMAIL|IT.
- Filter function for e-mail addresses and domains
- Independent of e-mail client, operating system and end device
- Works stationary and on the road
- Store all sent and received e-mails including attachments in the Act! history
- E-mails are displayed simultaneously in your e-mail inbox and in Act! CRM
For more information visit our EMAIL|IT manual or call us we will be happy to advise you.
Tel: 08282 800 400.