Tony Holowitz: Your Act CRM Software Expert

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Sperry Software: Add Email Address Tool

Mining Microsoft Outlook for Contacts and Email Addresses?

Think about all the emails you’ve sent using Microsoft Outlook. Wouldn’t  it be nice to be able to collect all of those email addresses so that you could create contacts out of them for sales and marketing purposes? This tool will help you to collect that data and do whatever you want with it. For example, you can put all that contact information into ACT.

This is the best $25.00 you’ll ever invest to manage contacts in Outlook.


Act4Outlook: My 2 Favorite Features of Act4Outlook

Act4Outlook is an add-on that helps Act and Microsoft Outlook play nice together.

Free Trial:

If you are a long-time act user you recognize the benefits of using Microsoft Outlook in conjunction with act. When you send an email act and Microsoft Outlook have the ability to communicate and record the event in act. In other words, it creates a history. Sometimes, this feature breaks for a variety of reasons. Act for Outlook solves that dilemma and is just one of the reasons why this software ($35.95) is well worth the price.

My experience has been that different act users often have different reasons why they like act add-on products. I’m an example of that reality. The two main reasons why I like this software is because of its ability to add a contact act and then take you to that contact in act with a simple click. In fact, you can go to multiple contacts in act if you desire. More on that later. Act4Outlook will also attach incoming emails to act contacts.

Please watch my video and try the software for free for 14 days. If you need help configuring it, simply reach out to me and I will assist you.

Free Trial:

Act4Outlook includes the following features:

  • COPY CONTACTS TO ACT!: Send Outlook contacts to Act! by simply right clicking one or more contacts from your address book.
  • SUPER FAST HISTORY RECORDING: Send an email from Outlook (even with Act! closed), and it will be attached to the matching record in Act! within a second based on any email field
  • CREATE LOOKUP FROM EMAILS: Select any number of emails in Outlook, right-click and select “Create Lookup” and it will find all the contacts in Act! associated with those select emails.
  • CREATE CONTACTS & ACTIVITIES FROM AN EMAIL: Disable the Act-Outlook address book integration that so often slows down computers, and get all the functionality back with Act4outlook. Select and email and automatically convert it to a Contact or Activity, but in a way that is faster than ever before.
  • LINK TO ACT!: Link Contacts to Companies, Groups, or Opportunities after sending to Act
  • COPY ACTIVITIES TO ACT!: Send one or more Activities to Act! from your Outlook calendar.
  • FIND CONTACT IN ACT! FROM EMAIL: Select an email in your inbox, and click on “Go to Contact”, and Act4Outlook will find the matching contact in your Act! database
  • REDUCE CALENDAR DUPES: Act4Outlook reduces duplication by keeping track of previously imported activities. If an activity is updated in Outlook with new data, simply re-send the activity to Act which will update the previously imported Act activity.
  • INBOX HISTORY RECORDING: Attach one or more email messages directly to Contacts, Groups, Companies, or Opportunities. Linking the email to more than one type of record at a time does not create a duplicate entry in the Act attachments folder.
  • INCOMING MAIL HISTORY RECORDING: Act4Outlook can automatically record and link all incoming messages to the Act database as long as a Contact with the sender’s email address is found in the database. Users can also enter one or more domain names to ignore so that any emails sent from those domains are not attached to the database.

Free Trial:

Disable Microsoft Outlook Updates: Getting Act and Microsoft Outlook to Play Nice Together

I think it would be fair to say that the majority of Act users use Microsoft Outlook to send email, track contacts and calendar activities. Sometimes, Act and Outlook are like oil and vinegar, sister and brother, the Hatfields and the McCoys. They don’t always get along.

From the perspective of an Act user, any time you introduce another piece of software into the mix you increase the chances that something will not work as expected. It is not unusual for product updates to change or break things. My clients and readers of this blog know that I often recommend tools that work with Microsoft Outlook. My experience has been that on occasion those tools also stop working.  So, if you can be patient and learn what needs to be done when this happens, you will be better off for it.

Normally, I recommend turning off Microsoft Outlook updates. My philosophy is simple, if it ain’t broke, don’t update the software. To turn off Microsoft Outlook updates please click on File | Office Account | then Update Options and choose Disable Updates.

Installing Act-4-Outlook in Five Easy Steps

Learn How to Install and Use Act4Outlook | Act for Outlook

  • Step One: Download and Install Act4Outlook. It is highly recommended that you close both Act and Microsoft Outlook before you install the software.  Download:
  • Step Two: Open Microsoft Outlook and Act
  • Step Three: Take note of the name of your Act database by looking at the Title Bar in Act
  • Step Four: Take note of the location of your Act database because you will be asked to Navigate to its location
  • Step Five: To Configure Act4Outlook, make sure you know your Act user name (most likely your name) and your password (if you have one) and then watch the next video:

Watch this Video to Learn How to Configure Act4Outlook

Act and Microsoft Outlook Add-In Issues and Fixes

Act and Microsoft Outlook can communicate with each other because an add-in has been enabled within Microsoft Outlook.  That add in is called the ACT! Outlook AddIn.

So why do you need to know this as an Act user?

Because quite often add-ins become disabled within Microsoft Outlook and you need to know how to review what is enabled and what is disabled so you can take the appropriate action to make things work properly. Sometimes, to get them working it is as simple as checking or unchecking the appropriate box. Sometimes, you uncheck it and then recheck it. Think of it as having a checkered past. Kidding.

Here is a brief video I produced that will show you how to work with Microsoft Outlook add-ins.