04-25-2018 07:04 AM - last edited on 04-26-2018 02:21 AM by JonTaylor
Our office recently upgraded from v17.++ to V20.0159.0. We were not aware the auto attach rule in Microsoft Outlook no longer existed as we are still using Microsoft 2010. We have a server (shared database). With our v17 version incoming emails auto attached using the auto Attach rule we set up in Outlook. This worked until about 6months ago when a MicroUpdate messed up the rule we were using to capture incoming emails. We have since found out Microsoft Outlook removed this capability about two years ago and in turn ACT also drop it. Now incoming emails are no longer captured in the ACT system. WOW this is a big issue for us. Incoming client emails are just as important as Outgoing. Has this issue been addressed? Any update that will fix this problem or Add on, work around. Already know we can capture incoming emails by responding and the thread will be captured. Also know we can use the Attach to ACT contact. BUT After having incoming emails automatically captured this is a HUGE loss for us!!! Using WIndows 10, ACT user since 2007.
HELP!!!!! ANY work automatic work around???
Moderator Edit: Merged in replies from duplicate post in another thread.
04-25-2018 11:23 AM
Try Act4Outlook from https://www.keystroke.ca/en/act4-products/act4outlook
04-27-2018 01:45 AM
04-27-2018 05:47 AM
Act4Outlook only costs about $37 one-off purchase per user and does several other functions as well as attaching incoming emails.
Try it and see.
11-05-2018 03:00 AM
Hate to be a negative Nelly, but another basic functionality that should be part of Act.
I can't agree more. Swiftpage needs to get a handle on its tight integration with Outlook, if it hopes to maintain longstanding essential function and features Act! users have come to expect from a robust CRM.
11-15-2018 10:50 AM - edited 11-15-2018 12:31 PM
With Act! version 21 the option to Record history of Received E-Mails is step 6 on the Wizard for standalone Act!
Customer Success & Support Team
11-15-2018 10:58 AM