Automatically Attach Incoming e-mails to ACT Contacts

One of the new features in ACT! 2009 is the ability to use Outlook Rules to automate and control the way that Outlook messages are recorded in your contacts history in your ACT! database.
You can combine Outlook rules with a custom action to record e-mails in your ACT! database. For instance, you can create a rule to record history for any e-mail sent by a specific ACT! contact or contacts. To use this feature, you must first add the ACT! address book to Outlook.

To Create a Rule in Outlook To Auto Attach E-mails From ACT! Contacts

1. In Outlook, click Tools, then select Rules and Alerts.
2. Click New Rule.
3. Select Start from a blank rule.
4. Select Check messages when they arrive. Click Next.
5. From the conditions list, selectsender is in specified address book.
6. In the Edit the rule description section, click the specified hyperlink.
7. When the Add Address List box appears, select your ACT! database address book and click Add. Click Next.
8. From the Select actions list, select perform a custom action.
9. In the Edit the rule description section, click the custom action hyperlink.
10. From the Select Custom Action box, select ACT! - Auto Attach E-mail to ACT!.
11. To choose the way that ACT! records the email in history, click the Change button.
    
    
    
    
    
12. Choose how you would like the emails to appear in the contact history and whether or not you want them to be Private:
    
    
    
    
    
13. Click OK twice. Click Next.
14. When you are done, the rule should look like this:
    
    
    
    
    
15. Add any additional exceptions as desired. Click Next.
16. Verify the name of the rule and ensure that Turn on this rule is selected. Click Finish.