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Email

Setting Email Preferences

When setting up your preferences it is important to go through each of the steps and check on the attached screens.

Once you have completed the

Step 1.     Open ACT! and go to the Tools menu

Step 2.     Select the Preferences option at the bottom

Step 3.     Now select the E-Mail TAB to begin setting your preferences. As shown in the screen below.

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Step 4.     If you have already setup the email configuration the current settings will be shown as above. To check or make changes to your existing setup click on the E-mail System Setup.

Step 5.     The welcome screen below is purely information so click on the Next button to continue.

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Step 6.     Now you need to set the email system you will be working with. Depending on which e-mail systems you have installed on your system will very what is displayed. Once you have made sure the system you want to use is selected then click on the Next button.

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Step 7.     If your system is already configured with an address book this will be listed as shown below. If you want to add an additional address book then click on the Add button.

If you need to Edit an existing entry then click on the Edit button.

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Step 8.     If you already have ACT! open it will display both the user login name and database in the fields as shown below.

      Database Name – The database you want as an address book within Outlook

      User Name – The name us use to log into ACT!

      Password – If you have a password for the database this is what goes in here.

If any of these are incorrect then this is where they are modified. Once you click on the OK button these details will be check for accuracy.

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Step 9.     Now you can choose if you want to use either Outlook of the ACT! email editor as your default editor when you create an email.Click on Next when you are ready to continue.

Step 10.  How do you want the default history for emails to be recorded in ACT!.

This is an important selection and determines what happens in Outlook when you select new email. One you have completed your selection click on the Next button.

      1.      None – This means that the default setting for emails is not to record inside ACT!

      2.      Email subject only – The subject line of all emails created in Outlook are then attached to the relevant contact inside ACT!. The contents of the email is not included with this selection.

      3.      E-mail subject and message – This option converts the email to plain text and records for every email from Outlook into ACT!

      4.      E-mail, subject, message and all attachments – This option makes a copy of the email and attaches it to the appropriate ACT! record.

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Step 11. This option is regards to Activity Invitations.

You can select these invitations to either create ACT! or Outlook activities or both. If you are synchronising your Activities from ACT! to Outlook you may find it better to have them created in ACT! as you can then vary more of the detail at the time the Activity is created.

Click on Next button when you have completed this step.

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Step 12.  Finishing the setup. Once you have completed all of the steps click on the finish button.

We suggest that you close the preference box and then exit out of ACT! and wait for 2 minutes before reopening. This is so that your preference settings are saved to your local machine profile.

 12.1 Update link

If you have not updated to 12.1 you should review this link as all of your users should update to this service pack.

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© Copyright 2012 4UCRM.com  All rights reserved. Last Updated Tuesday, July 17, 2012
TAGS: Crm made easy, making CRM successful, How to Benefit from CRM, Continuous Improvement, CRM Success Tips, CRM Strategy, CRM Database, Integrity, CRM Effectiveness, Marketing Strategy, Campaigns ACT Software - ACT! Software Support - Australian ACT Consultants - Australian ACT Support Australian ACT! Support

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