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received emails not attaching to contacts

New Member
Posts: 9
Country: United States

received emails not attaching to contacts

hi all,

my client is running Act Premium 2013 with Office 2010.  The computers are WIndows 7 Professional.  When they send emails from Act, the email attaches properlyl to the contact.  However when they receive emails in Outlook, they don't attach to the contact in Act.  For every single one they have to go to the act addon in Outlook and manuallly attach it.  I've checked their preferences; all looks correct.  Any ideas on how to get this working right?

thanks

Deb Smith

DNS Computing

Copper Elite Contributor
Posts: 260
Country: Australia

Re: received emails not attaching to contacts

Hi Deb,

 

It sounds like it's functioning how its meant to. Only sent emails are automatically written into act based on your preferences setup.

Incoming emails need to be attached.

Replying to the email attaches it as an Email Sent item. If they aren't responding to the email and just want a record of it then they need to add it via the outlook-act addin toolbar.

 

regards,

Cherie Buttsworth
ACT! Certified Consultant
Simply PC
cherie@simplypc.com.au
Bronze Super Contributor
Posts: 1,566
Country: United_Kingdom

Re: received emails not attaching to contacts

To 'Auto-Attach Emails' received this is set up in Outlook using Rules and Alerts as a Rule.

 

See http://tinyurl.com/poxb7vx

 

HTH


David Shaw
Act! Certified Consultant since 2001
Office:    +44 (0)1483 714507
Mobile: +44 (0)7977 567 318
E-Mail:    dshaw@act4u.org