What Has Changed with the Word Integration in Act! version 23?
Product Family: Act!
v23 of Act! introduced a completely new way of integrating with Microsoft Word. The add-in now makes use of much more modern API technology, it provides a much better platform for future developments, and uses the same visual style as the Outlook add-in. In terms of functionality, this has allowed us to provide the following features:
- Full compatibility with 64 bit versions of Microsoft Office.
- Attach a document directly into the Documents tab of an Act! contact whilst working within it.
- Record a document to the History tab of an Act! contact whilst working within it.
- Send a document either as an attachment or as the body of an email to your Act! contacts.
- Print a document and record it to the History tab of an Act! contact whilst working within it.
For more information on the functionality of the add-in, please see the following article:
One difference to be aware of regarding the integration is the way that mail merged documents are now recorded. In order to record a merged document, you must use the Print and Record button from within the Act! menu. So whether you are working in a Word document or if you have performed a mail merge and you wish to record the History, you must use the Print and Record button.
If you have performed a mail merge to a lookup in Act! and you wish to record the History to all of those contacts, you will need to select them from your Contacts list. The linked article above discusses how to do this. If the mail merge has been performed to a large number of contacts, we would recommend adding the lookup to a new Group in Act! first which will make it easy to record History to all of the contacts at the same time. The Group can quickly and easily be created in Act! by creating a Lookup, then going to Lookup > Groups > Save Lookup as a Group. Once the Group has been used with the Print and Record button, it could then be deleted from Act! if desired.
The final point to keep in mind is that the address book for the Outlook integration and the Word integration will always be the same. As the Outlook Add-In and the Word Add-In make use of the API, they both link to the same address book. This means that changing the database the Outlook Add-In points to will change the database the Word Add-In points to. Both integrations will always point to the same database, they cannot point to different ones. Please make sure to remember this if you ever change the database that your emails are recording against.