03-17-2015 11:43 AM
I just upgraded to Act V17 Pro and found that my outgoing emails attach to records immediately. The incoming from clients only attach when I do it manually or with quick attach. The email setup appears to be setup to record both directions. Is this how it is supposed to work or am I missing something? Thanks for the help. PS using on Windows 7 computer.
03-24-2015 08:22 AM
History will only automatically record on outgoing email messages. For incoming messages it is necessary to manually attach, or use Quick Attach. This is functioning as designed.
If you are using Microsoft Oultook 2010 or earlier, there's a feature that Microsoft has that allows you to use Outlook Rules in conjunction with the Act! Outlook add-in to record incoming email messages. However, in Microsoft Outlook 2013 the feature is not available due to a change that Microsoft made to Outlook that doesn't allow all the necessary steps to be configured.
In case you are using Microsoft Outlook 2010 or earlier, here's an article that will tell you how to set this up:
03-24-2015 08:45 AM