02-05-2009 02:57 PM
02-05-2009 03:46 PM
Attached to a contact via ACT or Outlook? Can you confirm that you attached your ACT database to Outlook during the EMAIL SETUP section in the ACT Preferences? We use this functionality for a small group of remote users who like to have their emails that are sent through Outlook attached to their ACT db without having ACT open. It does best-effort and needs some babysitting from time to time.
If you are creating an email within ACT and want that attached, I think there are some configurations somewhere. I haven't looked into this yet.
02-09-2009 06:30 AM
Okay. I'm also assuming that during the EMAIL PREFERENCE setup you chose to include Subject, Message, and Attachments. In any case, lease clarify the scenario.
1. Sending an email through Outlook 2003 does not attach the message to the ACT 2009 contact in the History tab, or
2. Select WRITE > EMAIL MESSAGE within ACT 2009 and sending a message via the ACT EMAIL EDITOR does not attach the message to the Contact in the History tab.
You had mentioned that the problem you encountered happened when you created RDB's for the users. Were they able to connect to the database directly prior to being changed to a Remote User? Or was this a test scenario before having the RDB's distributed. This is a process of elimination to see if it is ACT or Outlook causing this, so please be patient!
On a sidenote, we have Outlook 2003 and Outlook 2007 being used with ACT 2009 and the integration with 2007 seems to be much simpler and easier to use. I'd definitely recommend upgrading if possible.