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Attach HTML email format to record history

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Country: United States
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Attach HTML email format to record history

I am using the "Attach to ACT Contacts" feature in Outlook 2007.  The email does show up in the History tab on the record but the HTML format does not copy to the ACT record.  Is this possible?

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Solution
Accepted by topic author marlintn
‎09-25-2015 03:20 AM
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Attach HTML email format to record history

This sounds like you are using the recommended setting for recording email history 'Email subject and message'.  You can change the history recording option to 'Subject, message, and all attachments' and it will record the email intact to the database.  Then when you open a history item it will open in Outlook exactly as it did originally.

 

The History recording options are available under the Email System Setup options found in Tools > Preferences > Email tab > Email System Setup button.

Greg Martin
Sage

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Solution
Accepted by topic author marlintn
‎09-25-2015 03:20 AM
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Attach HTML email format to record history

This sounds like you are using the recommended setting for recording email history 'Email subject and message'.  You can change the history recording option to 'Subject, message, and all attachments' and it will record the email intact to the database.  Then when you open a history item it will open in Outlook exactly as it did originally.

 

The History recording options are available under the Email System Setup options found in Tools > Preferences > Email tab > Email System Setup button.

Greg Martin
Sage