12-01-2008 09:52 AM
I just upgraded from ACT 9 to ACT 11, and it apperas as if emails are handled differently. I used to be able to click on the attachment that was saved in the attachment field with a .msg extension and it would open up in Outlook. Now it appears to just take the content on the saved message and save the text in an email sent "Result".
It was useful for be able to re-send the email sometimes. Is this "feature" lost in the new version of ACT?
12-02-2008 07:08 AM
12-02-2008 07:08 AM
08-20-2009 06:47 AM
I am pleased that somebody has been able to get the email created in ACT 2009, sent by outlook and then attached to the contact. I have tried the email setup many times, swapped from using work as the editor, as many combinatinations as you can imagine...
With no difference, i still cannot get act to attach the email ,subject and attacment to the contact... it is driving me nuts
ACT! by Sage 2009 (11.0) Version 188.8.131.52, Outlook 2003, windows XP Pro and admin rights
it seems to me that as ACT is evolving it is loosing some of the appeal. I started with Version 3 and have remained with it through several companies
Can anyone try and assist me
08-20-2009 08:33 AM
Tony - some anti-virus systems and firewalls can prevent ACT / Outlook integration working correctly. Try disabling them and test sending a couple of emails. If they connect OK to the contact, then look to add ACT as an exclusion into these programs.
I've set up numerous clients and this is usually the issue. If it persists, send me a DM and I will try and sort it out for you.
01-10-2011 07:12 AM
I am a new user to ACT and am not able to have ACT attach the emails to history. I have tried everything I can think of including your suggestion of disabling my anti-virus software. I have ACT 11 and WIndows 7 (64). Can you please be of assistance or recommed a solution? I would hope this would be a simple task.
01-10-2011 07:28 AM
Howard - what version of Office are you using?
01-10-2011 07:48 AM
Act 2009 (Version 11) is not supported or tested with windows 7 - this could be the reason you are unable get emails to attach correctly.
The versions of Act! which work with Windows 7 64bit are - Act 2010 (Version 12) and Act 2011 (Version 13)
01-10-2011 01:30 PM
What version of Office are you running and it is the 32 or 64-bit version?
If you are running Office 2010 (32bit), here is an article with instructions for integrating Act! with Outlook (Act! 2009 will not integrate with other Office 2010 programs): KB Article 26713
If you are running Office 2007 or 2003, here is an article with instructions for setting up the integration with Act! - there is a screen for adding the Act! address book to Outlook > this step may have been bypassed earlier: KB Article 22983
01-12-2011 02:59 AM
I'm having a similar problem with Act Pro 11. I have gone through the email system wizard (several times) and set preference history to Email subject, message, and all attachments. Emails attached to a contact from OUtlook 2010 appear, but the attachements are always missing in the email history within ACT. Any clues?