ACT v16 - Email history not attaching [ Edited ]

[ninjastewie]

Hi

Is anyone else having issues getting email history to attach to records?

Using the email mail merge function works fine, however if I try to email an individual contact directly from their record no history is recorded.  I know the email is sent as it does appear in outlook.

I have followed instructions on following sage act support page to add the ACT address book to Outlook 2010

http://kb.swiftpage.com/app/answers/detail/a_id/26796

however when I get to the step to add ACT address book there is no option there to do this.

Any help would be much appreciated

Info

Version: Act Pro Version 16.0.291.0, Hot Fix 1

Outlook: Version 14.0.7105.5001 32bit

Databse is on a local machine

OS:  Windows 7 professional

Thanks

Paul

(edited to update kb link)

[bclark · Accepted solution]

ninjastewie,

  Have you tried this knowledgebase article?

 http://kb.swiftpage.com/app/answers/detail/a_id/22776/kw/act%20address%20book%20is%20not%20an%20opti...

[bclark · Accepted solution]

ninjastewie,

  Have you tried this knowledgebase article?

 http://kb.swiftpage.com/app/answers/detail/a_id/22776/kw/act%20address%20book%20is%20not%20an%20opti...

[ninjastewie]

Billy

Perfect, all working.

Thanks for the quick response.

egards

Paul

[L Daniels]

Using ACT V 16 and Outlook 2013.   Sending emails from ACT works fine and creates out history associated with contact (s).   Have synchronized contacts and calendar but received history from Outlook emails are not attaching to ACT contacts.  How do I create received email history using ACT/Outlook?

Thank you

[GLComputing]

The option to create history from received emails automatically doesn't work with Outlook 2013 because Microsoft removed the option for Custom Rules.

You'll need to do it manually

[dshaw111]

OR ... you could use the low-cost Outlook integration from DesignR1.

[KC_Zombie]

FYI: The Batch File solution worked for me using Act! Pro version 18.1.103.0. Update 3 and Outlook 2016.