05-15-2013 11:24 AM
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?
05-28-2013 12:06 PM
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.