How to Disable Internal Emails Attaching to Act! Records

Although many Act! users like e-mails attached to Act! records, they may not want internal e-mails to attach to Act!.

Click the image to see a video on how to disable Act! from attaching internal e-mails.  To see the screen below, click on Tools -> Preferences -> Admin to get to this screen.  If this option it’s disabled, login as the Act! Administrator.

Click to watch a quick video

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! Premium for Web Logs Out without Warning

In Act! Premium for Web, two things could be the cause:

  1. Press “log off” instead of using the “X” on the browser window instead.    Usage of the “X” in the top right corner of the browser app will close the browser, but does not close the Act! Premium for Web application’s session on the server. Hence, so the session counts down anyway.  When that countdown hits the end of the 20+ minutes, Act! closes the session and any other sessions that the user may have open at the time.
  2. Use of cut and paste from MS Outlook and web pages into notes and history.  By doing this, there is a likelihood that mismatched HTML code embedded in the text causes the browser to choke and kick out the user.  If you need to paste data from these sources, paste as text to eliminate the embedded HTML.  In other words, from Outlook, you would copy the message to notepad; then, to Act!. That eliminates the variable, but you lose some formatting.


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!.