02-25-2014 12:14 PM
Emails created in Outlook generate History records in Act! but when doing a Word Mail Merge to send emails, no History records are being recorded in Act!. Client has Outlook 2010 and says at one time it was working fine.
02-25-2014 12:41 PM
Apparently there is no Act! History dropdown box on the Outlook Toolbar. However, there are icons on the Toolbar for Quick Attach, Create Act! Activity, etc.
03-04-2014 08:28 AM
When they are going through the mail merge process, are they making sure that the option to record history is not set to "None"?
03-04-2014 11:28 AM
As it turns out, the client was launching MS Word 2010 (outside of Act!) and performing a mail merge using an Excel spreadsheet (created by Act!), and telling me that this process was resulting in History records being created in Act!. I don't see how that is possible. No one else does either. Yet the client insisted I had that working for them at one time. The client said other people in the office were doing the same thing successfully. When I asked to remote in to a computer of someone who was doing that, so I could see for myself how that was being accomplished, the client changed her mind and said it wold probably be better to learn how to do a Mail Merge from within Act!. When I walked her through the steps, she admitted it was much simpler, and yes, it did create History records.