I created a rule in MS Outlook using the Custom Action feature to save incoming emails to a contact's history. Unfortunately it does not work. A tech from Sage remotely got onto my pc and confirmed that the rule was created correctly. When I highlight an email and manually clicked the 'Quick Attach' button it works. In addition, I manually ran the rule on my entire Inbox... this worked. The issue seems to be that for some reason, the rule does not automatically execute when I receive an email. Any thoughts?
Hello SteveTRIG, Welcome to the ACT! Community. It may be the rule is in conflict with another rule you have setup, or the rule may possibly be damaged. Also, keep in mind that this is client-only rule, so will only run when Outlook is open.
Greig Hollister
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.
