You would like information on Act! compatibility with Microsoft Office 2010.
Update: Act! versions 2011 and later are compatible and fully supported with Microsoft Office 2010 32-bit edition. Support for the 64-bit version of Microsoft Office is only available on v19 or later.
Note: The following information is provided as a convenience for ACT! users who have already upgraded to Microsoft Office 2010 32-bit edition.
When using ACT! by Sage 2010, please note that the following features or functions are not available when using Office 2010:
The following workaround will automatically configure Microsoft Outlook 2010 as the email system in ACT! 2010 and allow you to integrate your ACT! 2010 Address Book with Outlook 2010. Once done, you can utilize the following features of Outlook Integration:
To enable Microsoft Outlook to be configured as the email system in ACT!, please use the following steps on each computer with Office 2010 installed:
Note: If you are using ACT! by Sage 2010 and have custom Web Info tab links, rebuilding your ACT! Preferences will remove any custom links created. You can retain these links by using the Web Info Saver tool, which will copy the links from the preferences file before deleting it, and paste them back once the preferences file has been recreated. For more information on retaining your Web Info custom links when deleting ACT! preferences, please refer to the following Knowledgebase Answer:
Important: The following information only applies to the full install of the 32-bit edition of Office Outlook 2010. There is currently not a process for the 64-bit version. Also, the method described below will not work if using the "Click to Run" version of Office 2010.
How to Add the ACT! Address Book to Microsoft Outlook 2010
Additional Information:
Disclaimer: This information is provided as a convenience. Swiftpage does not offer support for third-party add-on applications. If you need support for this product, please contact the vendor.
There is an add-on product available through an Act! development partners that enables Office 2010 compatibility for Sage ACT! 2010. For more information regarding this product please click the following link:
http://www.designr1.com/shop/act-word-2010/
Update: Act! versions 2011 and later are compatible and fully supported with Microsoft Office 2010 32-bit edition. Support for the 64-bit version of Microsoft Office is only available on v19 or later.
Note: The following information is provided as a convenience for ACT! users who have already upgraded to Microsoft Office 2010 32-bit edition.
When using ACT! by Sage 2010, please note that the following features or functions are not available when using Office 2010:
- ACT! Email System Wizard doesn't detect Outlook® 2010
- Microsoft® Outlook® Calendar Integration
- Export to Excel®
- Microsoft® Word® as Word Processor
-
- This includes mail merge with templates created in previous versions of Microsoft® Word®
The following workaround will automatically configure Microsoft Outlook 2010 as the email system in ACT! 2010 and allow you to integrate your ACT! 2010 Address Book with Outlook 2010. Once done, you can utilize the following features of Outlook Integration:
- Send email from ACT! using Outlook 2010
- Record email history
- 'Quick Attach'
- 'Attach to ACT Contacts'
- 'Create ACT! Activity'
- Using Outlook Rules to quick attach incoming emails
Important Notes:- The ACT! address book will not be accessible when clicking the To: button in a new Outlook 2010 email message.
- Even after following the procedure below, you will not have access to the Email Setup for Outlook in the ACT! Preferences, as Outlook 2010 will not show as an available email system in ACT!.
- You will be able to see and use the ACT! icons (Quick Attach, Attach To ACT! Contact, Create ACT! Contact, Create ACT! Activity) in Outlook 2010.
- The Record History setting will be E-mail Subject and Message (Recommended)
To enable Microsoft Outlook to be configured as the email system in ACT!, please use the following steps on each computer with Office 2010 installed:
Note: If you are using ACT! by Sage 2010 and have custom Web Info tab links, rebuilding your ACT! Preferences will remove any custom links created. You can retain these links by using the Web Info Saver tool, which will copy the links from the preferences file before deleting it, and paste them back once the preferences file has been recreated. For more information on retaining your Web Info custom links when deleting ACT! preferences, please refer to the following Knowledgebase Answer:
How to Retain Custom Web Info Tab Links When Deleting Act! Preferences
Answer ID: How can I retain my custom Web Info Tab links when rebuilding Act! preferences?
Answer ID: How can I retain my custom Web Info Tab links when rebuilding Act! preferences?
Important: The following information only applies to the full install of the 32-bit edition of Office Outlook 2010. There is currently not a process for the 64-bit version. Also, the method described below will not work if using the "Click to Run" version of Office 2010.
- Close ACT! and Outlook.
- Right-click the appropriate .xml preferences file for your region from the File Attachments area at the bottom of this document, and then click Save Target As from the shortcut menu. A Save As dialog box appears.
- Click the drop-down arrow at the Save in field, browse to your Windows® Desktop, (do not rename this file), and then click Save.
- Open Windows Explorer or My Computer and browse to the following version specific folder:
- Windows® XP: C:\Documents and Settings\{User_Name}\Application Data\ACT\ACT for Windows 12)\Preferences
- Windows Vista® & Windows® 7: C:\Users\{User_Name}\AppData\Roaming\ACT\ACT for Windows 12\Preferences
- Locate and rename the .xml file to end with a .old extension. For example, USPreferences206.xml would be renamed to USPreferences206.xml.old.
- Copy the .xml preferences file you downloaded to your desktop and paste into the Preferences directory.
- Launch ACT!, select Tools > Preferences > Email tab. Microsoft Outlook should now be the configured email system in ACT!.
How to Add the ACT! Address Book to Microsoft Outlook 2010- Click the File menu.
- Click Account Settings > Account Settings. The Account Setting - E-mail Account window opens.
- Click the Address Books tab. The Account Settings - Directories and Address Books window opens.
- In the Directories and Address Books window, click New.
- The Add New E-mail Account - Directory or Address Book Type window opens. Click Additional Address Books, and then click Next.
- The Add New E-mail Account - Other Address Book Types window opens. Click ACT! Address Book and click Next.
- The Address Books dialog box opens, click Add.
- The Add/Edit Address Book dialog box opens. Click the Browse button to the right of the ACT! Database box and select the database that you would like to specify as an address book in Outlook. Enter the correct user name and password (if applicable) and click OK.
- Once the address book has been added successfully, the following message box appears:
Click OK and the Address Books dialog box opens.
- The Address Books dialog box now shows the ACT! database that you choose to add to Outlook. If you would like to add additional address books, click Add and repeat steps seven through nine. You have the ability to add up to three address books. When you are done, click Close.
- The Add E-mail Account dialog box will appear, click Ok.
- Close Outlook.
- Once Outlook is re-opened, you the Outlook Integration options are now present under the Add-ins menu.
Additional Information:
Disclaimer: This information is provided as a convenience. Swiftpage does not offer support for third-party add-on applications. If you need support for this product, please contact the vendor.
There is an add-on product available through an Act! development partners that enables Office 2010 compatibility for Sage ACT! 2010. For more information regarding this product please click the following link:
http://www.designr1.com/shop/act-word-2010/