10-16-2015 09:06 AM - edited 10-16-2015 09:28 AM
I've been told that V16 captures history of outlook email messages for outgoing & incoming messages. It's not working the same in V17, based on my tests.
I've been doing some testing , based on some on threads dating back to V 2009 and 2010 that if you add addtional email fields to the contact record the sync program will actually capture out going and allow to you "quick attach' a message to primary contact in the database. This actually works for me.
Is this true, did the feature change in V17?
10-16-2015 12:18 PM
Not really sure what you are driving at, but I will attempt a response. V17 should work just like V16. If configured properly you should be able to record sent e-mail messages in ACT! and attach Outlook e-mails to ACT! Contacts. To my knowledge ACT! will not record history records for secondary contacts. There must be a tie between the e-mail in Outlook and the primary e-mail address in ACT! My advise to customers is, "If the contact has buying power or influencing power, they should be granted their own contact record." Here is a KB you may be interested in.
Tom Koller - Wisconsin ACC