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Act and Outlook integration

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Copper Super Contributor
Posts: 137
Country: United_Kingdom

Act and Outlook integration

We seem to have had a constant run of issues with Act and Outlook - either emails not attaching or calendars not synching. Always on certain machines We have managed to fix this a number of times - in nearly all cases it has involved removal of Act and office and reinstalling in a correct order One solution was to make sure that both Act and Outlook run in administrator mode - and while this has made the calendars work on a specific machine - this now means searching for emails in outlook can't be done (as outlook doesn't do that in "elevated" mode) so it appears that to solve Act/Outlook calendar synchronisation we have to compromise by not being able to search as usual in outlook for emails Is anything being done by Swiftpage to address this? It seems like this is something we have had to find working with a support company who specialise in Act support - we have used Act for 20 years and I've never had so many issues with Act and Outlook we are on Act 21.1 (latest update) and Outlook 2019 (32 bit) Has anyone else had any issues like this? Thanks Andy
Andy Kent
Angel Solutions
www.angelsolutions.co.uk
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Bronze Super Contributor
Posts: 1,627
Country: USA

Re: Act and Outlook integration

Hi Angelsolutions and thanks for posting your concerns.

 

Regarding eMail attachments to ACT - I never set my Outlook eMails to automatically attach to ACT.  I prefer to do that one at a time.

 

Regarding sending out eMails, I will attach to the contact, but generally only keep the subject line.

 

Finally, I found a really useful product called eMailConnectProfessional (www.actaddons.eu) about 10 or so years ago.  I am not part of the company but whole heartedly recommend it.  The strongest feature for me right now is the ability to manage eMails directly in Outlook by ...

 

  • Attaching to a contact 
  • Attaching to a contact manually 
  • Attaching to a contact and creating an activity
  • Attaching to a company
  • Attaching to an opportunity - here you have the option to also attach to selected people on the opportunity
  • Attaching to a group
  • Create an activity (without attaching to the contact)

These are all in a drop down list from a right click on the eMail.

 

John Purdy
ACT! Premium V. 22.1.212.0 Update 4
HP ENVY 17m, 16GB, & Office 365, 32bit, 500GB SSD.
ACT CRM Advisor
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Bronze Elite Contributor
Posts: 2,637
Country: New_Zealand

Re: Act and Outlook integration

[ Edited ]

Andy,

We have recently released Xact Inbox which is a very stable, well engineered integration of Act! and Outlook that does not suffer from the issues you raise.
There is both a paid (premium) and also a limited time offer for a free (standard) version that you can install. For more information refer Xact Inbox   

 

Graeme Leo
Xact Software - consultants and developers
Follow us on Twitter and check out our Blog


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Copper Contributor
Posts: 126
Country: United States

Re: Act and Outlook integration

John, I'm thinking of upgrading to V22.1... have you done so? I held out upgrading to V22 due to the warning post about upgrading. I'm on Version 21.1.187.0, Update 4
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Copper Contributor
Posts: 23
Country: USA

Re: Act and Outlook integration

Hi@fritzjurg,

 

I would strongly advise to stick with 21.1.187.0, Update 4 unless you are having some sort of serious issues that need to be resolved and you feel upgrading is your only option.  I "upgraded" from v21.1.187.0, Update 4  to  v22.1.212.0, Update 1, and it is a total train wreck.  Have spent over 5 hours on line with support so far and they have not been able to get Outlook integration working.  No outgoing or incoming emails are getting attached.  I'm appalled at how half-baked the new Outlook integration system is.

 

The new Outlook integration interface (from inside Outlook) is a huge step backwards:

- can only attach a single email at a time - can no longer multi-select emails and then click attach

- no longer lists company field in contact selection box so no way to differentiate multiple contact with same name,

- extremely slow on loading contacts from groups, companies, etc.,  Takes me 1-2 minutes to manually attach a single email (when the interface is even working).

- the add-in does not remember your settings between session, so you will get very familiar with how to set them!

- contact selection dialog stays at 'top of screen' so overruns other programs,

- almost zero support documentation aside from this single page: https://help.act.com/hc/en-us/articles/360048637693

- after attach, you now MUST waste time to clear a notification dialogue telling you that you just attached an email.  Jeesh!

 

... and these are only the issues I've had with Outlook integration.  There are more problems that I've not even had time yet to begin addressing (memory errors, can no longer create notes, toolbars are all messed up...).

 

Have uninstalled/reinstalled Outlook and ACT, redeployed dB, created new Outlook profiles, made registry edits, ...  but no solution found so far.

 

Maybe you may have better luck, but if not then, like me, you will be wishing you had never wasted time 'upgrading'.

 

Sorry if this sounds like a rant, but thought you may want to hear from someone other than the Swiftpage cheerleader squad.

 

My support contract is up at the end of the month.  So, if I can't get v22 working before then, then I will be rolling back to v21 and forgoing renewal of my annual subscription.

 

Good luck!

 

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Copper Contributor
Posts: 126
Country: United States

Re: Act and Outlook integration

[ Edited ]

OUCH!  Reminds me of changing from V6 to 7 or 8, or when they started to use .Net... tough years...

 

This version works as perfectly as I need it to work and will stay put for now. Thanks and I'm very sorry for you with these issues

Highlighted
Bronze Super Contributor
Posts: 1,627
Country: USA

Re: Act and Outlook integration

Meant to reply yesterday after talking with support for a while.  The even admitted there are several issues and development are working on them now.

 

Sorry for the delay.

John Purdy
ACT! Premium V. 22.1.212.0 Update 4
HP ENVY 17m, 16GB, & Office 365, 32bit, 500GB SSD.
ACT CRM Advisor
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Copper Contributor
Posts: 7
Country: USA

Re: Act and Outlook integration

I upgraded to Version 22.1.212.0, Update 1 earlier this week. My Outlook emails are not syncing into Act. I'm now contemplating another 60-minute call with support to downgrade back to V21. 

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Copper Contributor
Posts: 23
Country: USA

Re: Act and Outlook integration

TLDR - still broken after update 2...

 

Update 2 just released today.  The support team advised me that this would fix the Outlook integration issues.  Installed it, but unfortunately, this did not fix the problem :-(

 

Emails are still not getting automatically attached.

 

One minor improvement is that when manually attaching emails, the interface in Outlook now lists the companies or groups in alpha-numerical order.  Prior to this update, they were listed in seemingly random order which, as you can guess, adds even more time to hunt through the list.

 

Still can only manually attach one single email at a time.  Grrrrr!!!!

 

Bottom line, the basic Outlook integration functionality is still broken.

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Bronze Super Contributor
Posts: 1,627
Country: USA

Re: Act and Outlook integration

I saw that release this morning, but since we all use RDBs and sync to the cloud, our server will not be updated until Saturday.

 

I can't tell from your post if you are hosted in the cloud or not.  If you are, then ask if your server has been updated.

 

When I logged on to our cloud image, the version was still 22.1.202.0, Update 1.

 

If this doesn't apply to you, it may apply to others who forgot that the server also has to be upgraded.  For us, the server will be upgraded this weekend on Saturday.

 

Good luck Chris.

John Purdy
ACT! Premium V. 22.1.212.0 Update 4
HP ENVY 17m, 16GB, & Office 365, 32bit, 500GB SSD.
ACT CRM Advisor