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Unable to save e-mail to Contact including attachment

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Tuned Listener
Posts: 40
Country: Canada
Accepted Solution

Unable to save e-mail to Contact including attachment

I am using ACT2013 and trying to find away to save Attachments to an e-mail I received to a contact.

 

I can attach the e-mail from Outlook to a contact but it does not bring the attachment with it.

 

How do I get an attachment to move to the contact record with the e-mail received.

 

Please let me know what I can do to correct this as I am sure it did this in previous versions

of ACT.

 

Thanks,

 

Glen


Accepted Solutions
Solution
Accepted by gmartin (Platinum Super Contributor)
‎09-25-2015 03:20 AM
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Unable to save e-mail to Contact including attachment

Check your email system setup for the Attach option.  Here is an article with setup instructions, look at 'Attach to ACT! Contacts' screen (5 of 8): KB Article 26832

Greg Martin
Sage

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All Replies
Tuned Listener
Posts: 40
Country: Canada

Re: Unable to save e-mail to Contact including attachment

Glen here again,

 

Sorry I missed mentioning this is with Outlook 2007.

 

Glen

Solution
Accepted by gmartin (Platinum Super Contributor)
‎09-25-2015 03:20 AM
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Unable to save e-mail to Contact including attachment

Check your email system setup for the Attach option.  Here is an article with setup instructions, look at 'Attach to ACT! Contacts' screen (5 of 8): KB Article 26832

Greg Martin
Sage
Tuned Listener
Posts: 40
Country: Canada

Re: Unable to save e-mail to Contact including attachment

All worked out perfectly from the article you mentioned. Many thanks.

Glen