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ACT! - Auto Attach E-mail to ACT!. - Option not available in Outlook 2007

Tuned Listener
Posts: 11
Country: United States

ACT! - Auto Attach E-mail to ACT!. - Option not available in Outlook 2007

I'm attempting to set up a rule to auto-attach incoming emails in Outlook 2007 to ACT contacts.

Running: ACT! Premium 2008 (10.0) (ST Edition) Version 10.0.3.182, Hotfix 1

I've followed these instructions:

  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.

 

 but I'm stuck on #10 because there is no "ACT! - Auto Attach E-mail to ACT!." option for me to specify.  The drop-down is blank.

 

Any ideas? 

Bronze Contributor
Posts: 930
Country: USA

Re: ACT! - Auto Attach E-mail to ACT!. - Option not available in Outlook 2007

Outlook Rules were added in ACT! 2009 - I had to look this up to confirm - here's the comparison chart - it's mentioned down the bottom of Page 3 of 4

 

http://download.act.com/act2010/docs/act!_2010_version_comparison_chart.pdf

 

 

I'm on ACT! 2010 and they work as advertised.

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Tuned Listener
Posts: 11
Country: United States

Re: ACT! - Auto Attach E-mail to ACT!. - Option not available in Outlook 2007

Thanks Kevin.  Might be time for me to upgrade!  Do you have any opinion about going to ACT 2010 or 2009?
Bronze Contributor
Posts: 930
Country: USA

Re: ACT! - Auto Attach E-mail to ACT!. - Option not available in Outlook 2007

Doug,

 

No problem - I have to refer to that chart sometimes to see what feature was introduced when.  I really like ACT! 2010 - searching is great, the Outlook email attach, whether outgoing or incoming, is almost instantaneous, I like the Big Easy buttons across the top, and the Web Info tab and E-Marketing Tabs are well done.

 

Good luck,

 

Kevin

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Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: ACT! - Auto Attach E-mail to ACT!. - Option not available in Outlook 2007