07-08-2019 01:05 PM
Our team is currently running ACT v18 Premium and our database is connected to Outlook (so all of our emails to/ from clients will attach as .msg files whenever an email is sent/ received as a party of the history log). I'm trying to find a way to run a history report that will contain the bodies of the actual emails that have been sent/ received over time.
In other words, I know how to run a report that contains the history, notes, activities, and even email for a client, but when selecting the email checkbox it only notes that an email entry occurred in the history - it doesn't actually contain the body of the individual email itself. Which makes sense because when an email is sent/ received in outlook, the .msg file shows up as an attachment in act to the "email history event."
Is there any way within ACT (or with a 3rd party program) to run a report that contains those attached email files so you can read all entries in one place on a PDF? So far I have been unsuccessful in finding this capability within ACT (maybe newer versions already allow this capability?) I would also be open to paying a 3rd party software if it works.
I found ITExport from a guy named Mike Lazarus of GL Computing https://www.glcomputing.com.au/main/64/1 but I don't know if that software A) can do what I'm looking for, and B) if it runs on v18 and up. Anyone ever tried ITExport as a solution before? (I've emailed him a few times but haven't heard back).
Any suggestions/ solutions would be greatly appreciated. Thanks a bunch, ACT community!
07-10-2019 06:03 AM
Thanks for posting your enquiry onto the community forum.
Sorry you have not had a response back about ITExport. This is a product from the German company CRMADDON store.
To answer your question. If you have attached the complete email to the Act! history as you indicate, then the answer is no it will not do what you want.
The problem lies in what you are asking it to do, which is to run through the history list and when it gets to an email, to go to the attachments folder, open the email (in outlook) read the details of the email and add that to the report.
This will require a piece of bespoke software, which we could help you with.
+44 (0)1793 825693
07-10-2019 11:53 AM
Thanks so much for your reply. You communicated exactly what I was trying to say (and what I want to do) in a much clearer way! I am interested in learning more about your bespoke software. Is this an add-on software that would allow me to generate a report that would open those emails and add them to the history log?
Thanks so much,
07-11-2019 01:38 AM
07-12-2019 02:10 PM - edited 07-12-2019 02:11 PM
We can help. We could for instance add this functionality to our Advanced Export To Excel add-on. That shouldn't be too complicated.
Or we can look at other possibilities depending on your requirements. If you're interested, please open a ticket at https://support.exponenciel.com to further discuss your needs.
07-18-2019 11:58 AM
Hi James. I haven't responded to this thread for a few days due to Gilles message. It may be cheaper for you to go that route if it is a realistic option. Email me if you are still interested in our solution.