Sage Act Quick Attach Mixing from Outlook

A 2008 R2 Terminal Server with ACT 2012 installed, had been setup for Outlook Syncronisation. This gives it the user the opportunity to add Emails to Act Contacts. To set this up

Close Outlook.

Open up Act to the correct Database

Click on Tools then Preferences then Email and Outlook Sync. Then click on Email System Setup

Run through the Wizard for Outlook and add the correct PAD file. If you remove and readd the PAD file it refreshes the address list. You can leave all the other fields as defaul then Finish

Reopen up outlook and you should see the following, under Add In’s for Outlook 2010

After doing this , if the Quick Attach part dissapears randomly in Outlook sometimes you need to re add the ACT address book

To do this , Open Outlook 2010

Click File , Account Settings , Account Settings Again

Go to the far right address book tab. If you don’t see the ACT! Address Book

Go to New , Addiotinal Address Books, Choose ACT! Address Book. It will ask you for the PAD File, make sure this is correct then click Close and Next

Close down Outlook and Reopen

 

 

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