Streamline your workflow, save time, and ensure you maintain a complete record of all customer and prospect interactions with Act! Premium Contact Link. This essential tool enables users of Outlook® and Act! to quickly and easily identify Outlook email recipients as contacts in Act!, or to add new contacts to Act! directly from an Outlook® email.
Users of Act! Premium Contact Link can see past interactions with known email contacts directly from within Outlook®, including Activities and History items. Act! History records are created from communications in Outlook®, with the text of the email being attached to all contact records. Additionally, users can create and schedule Act! To-Dos with known contacts in the email.
Use of Act! Premium Contact Link requires an active subscription to Act! or an active Business Care agreement.
System Requirements / Compatibility
- Office 2013, Office 2016 PC, OWA for iPad or iPhone
- Outlook Web Access
- Outlook for Mac 15.31 or higher
Setup and Configuration Notes
- Requires an active Act! Premium subscription, and use of either Act! Web API or Act! Connect Link depending on deployment method. The Act! Web API is pre-enabled for Act! Premium Cloud.
- Users will be required to provide a URL to establish a connection to Act! Premium Contact Link. See details.