Okay, I may not be the most proficient user of my personal time, but I try. In addition to my professional life as a Sage consultant for ACT!, I serve on several Boards, 2 of which I manage the ACT! databases. Communication between fellow Board members and general members is accomplished mostly via email. As you can imagine, my Outlook Inbox can get quite overwhelming.
One of my favorite features as an ACT! user is attaching emails. When I receive and/or reply to an email, I have the ability to attach said email to a Contact or multiple Contacts in ACT!. I have up to 3 ACT! Address Books to chose from…my Work database or the other 2 databases that I manage.
How has ACT! saved me time in my personal life? When I attend Board meetings, I have all available communications at my finger tips, no more searching through Outlook. I simply open ACT!, and either Lookup a specific Contact, or if I linked them to a Company, or Group. I can open all of the attachments, see who the email was sent, and resend or forward if needed. After I attach the email, I delete it from Outlook, which prevents the .pst file becoming too large.
While this great feature is not going to earn me any awards, it does impress my fellow members that I have all of the needed information…as I watch them shuffle through their note pads.







