Sending Activities to Outlook from Act! Using Act4Outlook

This commercial plugin enables you to send activities from Act! to Outlook and vice versa.  We recommend this for multi-user sites since it eliminates the chance for the sync engine to break and create duplicate entries on either side.

The Act4Outlook/Act4Mail products only transfers the date, subject line and the details field from Act! to Outlook.


Act! Premium for Web v20.1 Outlook Integration Fix

Act! Premium for Web v20.1 update 7 had issues arbitrarily kicking out users of the database.  This was solved rolling back to update 5 on the web server, but Outlook integration still had issues.

Our hosting partner found this update works for the local workstations.  Here is the user guide on how to configure the software.  It’s a best practice to uninstall the previous version of the integration tool before installing this.


Act! v20.1 Outlook Synchronization Best Practices

Act! and Outlook 2016Here is an article on how to prepare the upgrade as well as a video on the contact sync module.

For optimal performance, Office 365 subscribers need to change the update channel (aka frequency) for Outlook updates.  Sometimes, Microsoft moves features ahead of Act!’s development.

Microsoft KB – Version and build numbers of update channel releases

https://support.office.com/en-us/article/Version-and-build-numbers-of-update-channel-releases-ae942449-1fca-4484-898b-a933ea23def7

Microsoft KB – Overview of update channels for Office 365 ProPlus

https://docs.microsoft.com/en-us/DeployOffice/overview-of-update-channels-for-office-365-proplus


Act! v20.1 Review

Act! and Outlook 2016Swiftpage released Act! v20.1 on 3/22 in the US market. v20.1 focused on a few key areas:

  1. Rebuild Outlook integration for e-mail, contact and calendar sync as well as mail-merge functions.  80% of our help desk relates to the e-mail history not recording properly to Act!, and this update addresses this problem.
  2. Enhance Act! Insight, the new report writer.
  3. Create custom tables. For example, you can create a list of multiple insurance policies someone bought over the years under one contact record. Until now, you had to use third party products to make this work. Or, you had to make a large grid in the contact record that wasn't easy to search.
  4. Offer North American and Saturday phone support.

For this updated Outlook integration to work, you must have Outlook 2013 or newer installed as cited in the system requirements.

Should you upgrade ? First and foremost, make sure you have Office 2013 or newer; then, we'd have to see what business processes need improving to make the call since we last spoke. Sometimes, we can leverage what you have and just bolt a plugin to your system. Or, we just train you on a feature you may realize you didn't have within Act!.


E-Mail Merge for Custom Form Letter Crashes in Act!

Act! and Outlook 2016

I have witnessed Act! crashing when performing a mail-merge for a custom form letter in Act! to be sent via Outlook.  In this case, the merge works a couple times, then it chokes with Act! crashing.  Here is one possible cure.

  1. Close Act!
  2. Close Outlook
  3. Close Word
    1. Go to Task Manager (Start -> Run -> Taskmgr)
    2. End all instances for Microsoft Word (screen shot)
    3. Close Task Manager
  4. Find “normal.dotm” using Windows Explorer
    1. Press Windows Start -> Run -> %appdata%
    2. Find the directory C:\USERNAME\appdata\roaming\microsoft\templates
    3. delete normal.dotm
  5. Restart Act!
  6. Restart Outlook
  7. Test the Mail-Merge

Please note if you are on Act! subscription, this common tech support is covered by their phone support if this article is unclear.  Or,  you can contact us for fee-based support for this issue.  This is just one possible cure for the mail-merge issue not working among the three programs (Act! + Word + Outlook).