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2011 Pro ACT! only email not recording received email in history

Copper Contributor
Posts: 36
Country: USA

2011 Pro ACT! only email not recording received email in history

It appears that the only way to get incoming email to post an entry in History is to Right Click each email and "Attach to Sender." BUT, even this action sometimes does not appear to be consistently attaching the email to the client record.

 

Thanks for the clarification!

JSWilson

Copper Elite Contributor
Posts: 514
Country: USA

Re: 2011 Pro ACT! only email not recording received email in history

Depending on the version of ACT! you purchased you can configure it to use Outlook rules to attach as well.

 

There are also some 3rd party add-ons that do a much better job of reliably attaching emails from outlook to ACT!.

Mark Hammer
ACT! Fanatic
Copper Contributor
Posts: 36
Country: USA

Re: 2011 Pro ACT! only email not recording received email in history

Thanks for the reply Mark.

 

We're not using the Outlook piece here, just the ACT! Email through a POP3.

 

But, what we did figure out is that the user with the problem was able to "Attach to Sender" if there was a valid email in the contact's record. It's the little things you know! Smiley Happy

 

 

Copper Elite Contributor
Posts: 514
Country: USA

Re: 2011 Pro ACT! only email not recording received email in history

very good catch!  Glad you were able to figure it out.

Mark Hammer
ACT! Fanatic