act outlook integrationOne of the most common questions I receive from Act users is about the Act and Outlook integration. Some users complain that they could never get it working at all. Other users report that the Act Outlook integration “just stopped working.”

If you have never used the Act Outlook integration there are three simple rules for using the Act Outlook integration:

  • You must make sure that your version of Act is compatible with your version of Microsoft Office.
  • Outlook needs to be fully installed prior to installing Act. That also means that if Act is installed and you upgrade your version of Office you will probably run into problems.
  • You must establish the connection between Act and Outlook by going through the email integration wizard which you can find by selecting Preferences from Act’s Tools menu.

If you are using Outlook 2016 or have an Office 365 subscription you may find that your Act Outlook integration “just stops working.”  Unfortunately, Microsoft continually sends out release updates that can cause problems with the Act Office integration or prevent it from working entirely. Fortunately, the nice folks at Swiftpage have come up with a few simple cures. Older versions of Outlook (2010, 2013) do not have this problem; it is specific to Outlook 2016 and Act v19.

Outlook 365 users will need to update to the “current” subscription Channel from the “deferred” Channel or “No Update” Channel if set as such.

Need help with your Act database? Reach out to the friendly Act Consultants at Tech Benders!