Before you can start sending Google e-mail in ACT!, you'll need to set up your e-mail preferences. Fortunately, ACT! makes the task fairly easy.
You'll need to have a Google account and have your username and password readily available. Alternatively, you can set up a Google account during the integration process.
- From any ACT! screen, click the Tools menu, point to Integrate with Google, and then choose Google Integration Preferences. Alternatively, you can click the Connections button on the Navbar and choose the Configure Settings hyperlink in the Google Integration area. The Google Integration Preferences dialog box opens like the one you see in the following screenshot:
- Click the Change.. button. The Change Sage ACT! Database dialog window appears. The name of your database should already appear in the Sage ACT! Database box. If it doesn't, click the Browse.. button to navigate to a different ACT! database.
- Fill in your ACT! username and password and then click OK.
- Click the Register button and answer Yes at the prompt asking you whether you have a Google account. The Google Authorization dialog window opens like the one you see in the following screenshot:
- (Optional) Click the Sign in button to set up a new Google account if you don't already have one.
- Fill in your e-mail address and password and then click Sign in.
- Click Grant access at the prompt.
- Click OK to close the Google Integration Preferences dialog window. You'll notice that your Google e-mail address now appears at the top of the window and that the Register button is grayed.
- Click No when prompted to integrate ACT! and Google.
Once you've set up the connection between Google and your ACT! database, you're ready to determine how closely you'd like the two products to work together. However, one thing you can't do from within ACT! is to change or deactivate the Google account that you are connected to. You'll have to go directly to your Google account to deactivate the current account and then return to the proceeding section to set up the new Google account.
To deactivate the Google account, go to http://www.google.com/, sign in, click on your Google e-mail address, and choose Account Settings. Click the Authorizing applications & sites hyperlink and then click the Revoke Access hyperlink after the Sage ACT! Google Integration item.