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Evernote Plugin for Act!

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Exporting Act! notes to Evernote and reimporting them

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How to export Activities to Evernote,
close them in Evernote
and reimport them into Act!

Exporting Contact, Company, Group or Opportunity data
to Evernote through a button

You may also export data to Evernote using a button in your layout. To add a button to your layout, open the Layout Editor of Act! (Tools>Design Layout), right-click the Toolbox, select Customize.

Check Send to Evernote button and click OK.

At the top of the Toolbox, click the Custom button. You now see a Send to Evernote tool. Click it and insert it in the layout.

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Once inserted, right-click it and click the Template Designer... command (notice that you may also define a specific default notebook for this button).

The Template window allows you to define the data you want exported to Evernote.

Customizing the look of the button

To customize the look of the button, press F4 in the layout editor to make the Properties pane appear. You can then access a number of properties, including the text property which controls what text is displayed on the button.

PREVIOUS TOPIC
Exporting Act! notes to Evernote and reimporting them

NEXT TOPIC
How to export Activities to Evernote,
close them in Evernote
and reimport them into Act!

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