How to Install and Configure Microsoft® Outlook® as Your E-mail Client in ACT! by Sage Premium for Web

1. Launch Internet Explorer, browse to the ACT! Premium for Web login page, and then login to any database.
2. Click the Tools menu, and then click the Preferences option. The Preferences -- Web Page Dialog dialog box appears.
3. Click the E-mail option. The E-mail Preferences -- Web Page Dialog dialog box appears.
   
   
    
4. Click the Download button. The following File Download - Security Warning dialog box appears.
   
   
    
5. Click Run. The following Download Status dialog box appears.
   
   
    
6. When the download is complete, The following Internet Explorer - Security Warning dialog box appears.
   
   
    
7. Click Run. The following ACT! Premium for Web Outlook Integration - Select the folder where you want to unzip the files to dialog box appears.
   
   
    
8. Click OK. You will briefly see a progress indicator followed by the following ACT! Premium for Web Outlook Integration dialog box.
   
   
    
9. Click OK. The following Open File - Security Warning dialog box appears.
   
   
    
10. Click Run. the following InstallShield Wizard - Preparing to Install dialog box briefly appears.
    
    
     
11. When the installation is prepared the following ACT! Premium for Web Outlook Integration - InstallShield Wizard - Welcome dialog box appears.
    
    
     
12. Click Next. If Outlook is open the following ACT! Premium for Web Outlook Integration - InstallShield Wizard - Application Detection dialog box appears. Click Back the ACT! Premium for Web Outlook Integration - InstallShield Wizard - Welcome dialog box reappears. Close Outlook and then click Next, otherwise,
    
    
    
    the following ACT! Premium for Web Outlook Integration - InstallShield Wizard - Choose Destination Location dialog box appears.
    
    
     
13. Click the Browse button to change this destination or click Next to use the default location (recommended). The ACT! Premium for Web Outlook Integration - InstallShield Wizard - Setup Status dialog box appears.
    
    
     
14. When the installation is finished the following ACT! Premium for Web Outlook Integration - InstallShield Wizard - InstallShield Wizard Complete dialog box appears.
    
    
     
15. Click Finish to complete the installation.
     

Adding Your ACT! Database(s) as Address Book(s) in Outlook:

Outlook 2007 (ACT! 2008, 2009)

Outlook 2003 & 2002(XP) (ACT! 2007, 2008, 2009)

Outlook 2000 (ACT! 2007 only)

Setting the Default E-mail History Option:

Note: ACT! Premium for Web Outlook integration will only create history to the default database. If you have added more the one ACT! database to the Outlook address book, you must ensure the default is set as desired.



This is done in the History Options section of the ACT! Premium for Web tab in the Outlook Options. The default database is displayed in the Record history to contact in the following database field. Simply changing this field allows history to be created in that database, as long as the e-mail address is associated with a contact in that database.

1. Launch Outlook.
2. Click the Tools menu, and then click Options. The Options dialog box appears.
   
   
    
3. Under the ACT! Premium for Web tab click the History Options button. The ACT! History Options dialog box appears.
   
   
    
4. Ensure the correct Web address and database are listed in the Record history to contacts in the following database field, set the When sending e-mail, set my default history option to, and History format options as desired, and then click OK. The Options dialog box reappears.
5. Click Apply, and then OK to return to Outlook.
    

Creating a New Message:

When creating a new e-mail message from Outlook you can either set the ACT! Premium for Web option to Record history or Do not record history. If you would like to change the type of history is created you must go to the ACT! History Options before creating a message.



To select a contact from you ACT! Premium for Web database you can either type their name in the To field to allow Outlook to resolve it or click the To button change the Show Names from the drop-down box to the correct ACT! database, select the name from the Name box, and then click OK.