06-04-2009 07:41 AM
I am a long time user and everything works perfect and just want to know the answer to 1 question.
When I send an email through Act it gets sent through Outlook and gets recorded in Act Notes/History.
However, when the customer replies to my email it goes to Outlook and when I reply with Outlook it doesn't get recorded in Notes/History. Is there a setting to make it show up in Notes/History?
06-08-2009 11:32 AM
Outlook is set up as my email within Act.
When I send a new email from Act it does get recorded in notes/history as it's supposed to.
When the Act contact replies it goes to Outlook and doesn't show up in Act in notes/history.
When I reply to the Act contact using Outlook it doesn't show up in Act in notes/history. I have tried clearing the "To" field and finding the contact in the ACT Address Book within Outlook, but still doesn't get recorded in notes/history.
My question is this. Is there anyway to have my replies show up in Act in notes/history?
06-04-2009 10:08 AM
06-04-2009 11:04 AM
06-04-2009 01:34 PM
You have the ACT! 6.0 address book in Outlook?
You opened the email to Reply, remove the contact in the To: field and clicked the button to select a name from the address book?
This should be the same as sending a new email to the contact - does that work?
06-04-2009 02:07 PM
Yes, it's set up correctly I believe.
I've tried replying to and sending a new email to one of my Act contacts and nothing gets put in their record.
In Outlook under Personal Folders I don't see the Act address book. However when I click to send a new email and I click "To" I get the choice to use my Act or Outlook address book.
Could this by why the emails aren't showing up in Act? If it is, how do I correct this issue?
06-04-2009 02:49 PM
Emails don't get attached when sending a new email from Outlook using the ACT! address book?
You don't have ACT! as an option to select when you click To" ?
Let me know which
06-04-2009 03:01 PM
Act is not an option when I click "To" The only option is to use my Outlook or Act address book
What do I need to do so Act is an option and I assume this is different than choosing the Act address book?