ACT! 2005 Tutorial

Adding an Act! Address Book to Outlook

If you use Microsoft Outlook to send and receive e-mail messages, you can add one or more ACT! address books to Outlook. Then, you can select ACT! contacts to send e-mail messages to, record those messages to the contact’s history, or attach received Outlook e-mail messages to a contact’s record. Your computer must have access to an ACT! database in order to use ACT! address books when you open Outlook.

You can set up a default history option for how Outlook e-mail messages appear in a contact’s History tab. From the options, you can choose to save only the date, time and subject line of an e-mail message, save the date, time, subject and message text, save the entire e-mail as an attachment, or do not save e-mail to history.

To add an ACT! address book to Outlook 2000:

1. Open Outlook.
2. From the Tools menu, select Services.

The Services dialog opens.

1. Select the Services tab.
2. Click Add.
3. Select ACT! 2005 Address Book from the list.
4. Click OK.

The ACT! Address Book(s) dialog opens.

1. You can add three address books. For each book:

a.Click the Browse button to locate the ACT! database you want to use.

b.Enter the user name for the database.

c.Enter the password for the database.

1. Click OK.
2. As Outlook attempts to connect to the Act! databases you selected, a message displays the progress at the bottom of the dialog.

Before you can use the new address book, you’ll need to close and re-open Outlook.

To add ACT! address books to Outlook 2002/2003:

1. Open Outlook.
2. From the Tools menu, select E-mail Accounts.

The E-mail Accounts Wizard opens.

1. Under Directory, select Add a new directory or address book.
2. Click Next.
3. Select Additional Address Books and click Next.
4. Select ACT! 2005 Address Book and click Next.

The ACT! Address Book(s) dialog opens.

1. You can add three address books. For each book:

a.Click the Browse button to locate the ACT! database you want to use.

b.Enter the user name for the database.

c.Enter the password for the database.

1. Click OK.
2. As Outlook attempts to connect to the Act! databases you selected, a message displays the progress at the bottom of the dialog.

Before you can use the new address book, you’ll need to close and re-open Outlook.