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ACT! Email to contact attachment

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Copper Contributor
Posts: 8
Country: USA
Accepted Solution

ACT! Email to contact attachment

 

Hi Everyone,

 

I am currently using an act user account under an administrator. When the administrator clicks on the "Attach to ACT! Contacts" button in Outlook, the entire email (including all attachments within) attach themselves into ACT. When I try to do it on my account, it just copies the text into ACT istead of any files.

Is there a way I can change this to attach everything?


Accepted Solutions
Solution
Accepted by gmartin (Platinum Super Contributor)
‎09-25-2015 03:20 AM
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: ACT! Email to contact attachment

You'll want to check your e-mail recording options through the Tools > Preferences > E-mail tab > E-mail System Setup button.  You'll find the option on the 'E-mail - Record History' and 'E-mail - Attach to ACT! Contacts' screens.

Greg Martin
Sage

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All Replies
Silver Contributor
Posts: 1,813
Country: USA

Re: ACT! Email to contact attachment

Assuming you are doing this from two different machines?  If so please verify that the version on both computers is the same under help about.  We were having this problem prior to application of ACT hotfix.

 

Hotfixes are found here

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

Copper Contributor
Posts: 8
Country: USA

Re: ACT! Email to contact attachment

Thanks for the response! Yes, both computers are running the same version: "Sage ACT! Pro 2011 Version 13.0.401.0, Hot Fix 2".

Solution
Accepted by gmartin (Platinum Super Contributor)
‎09-25-2015 03:20 AM
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: ACT! Email to contact attachment

You'll want to check your e-mail recording options through the Tools > Preferences > E-mail tab > E-mail System Setup button.  You'll find the option on the 'E-mail - Record History' and 'E-mail - Attach to ACT! Contacts' screens.

Greg Martin
Sage
Copper Contributor
Posts: 8
Country: USA

Re: ACT! Email to contact attachment

Thank you, Greg. Worked perfectly!