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ACT v16 - Email history not attaching

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New Member
Posts: 3
Country: United_Kingdom
Accepted Solution

ACT v16 - Email history not attaching

[ Edited ]

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)


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Solution
Accepted by topic author ninjastewie
‎09-25-2015 03:20 AM
Moderator
Posts: 704
Country: USA

Re: ACT v16 - Email history not attaching

[ Edited ]

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...

 

Billy Clark
Swiftpage
Act! Knowledgebase: http://kb.act.com

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Solution
Accepted by topic author ninjastewie
‎09-25-2015 03:20 AM
Moderator
Posts: 704
Country: USA

Re: ACT v16 - Email history not attaching

[ Edited ]

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...

 

Billy Clark
Swiftpage
Act! Knowledgebase: http://kb.act.com
New Member
Posts: 3
Country: United_Kingdom

Re: ACT v16 - Email history not attaching

Billy

 

Perfect, all working.

 

Thanks for the quick response.

 

egards

 

Paul

New Member
Posts: 1
Country: USA

Re: ACT v16 - Email history not attaching

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

 

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: ACT v16 - Email history not attaching

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
Bronze Super Contributor
Posts: 1,538
Country: United_Kingdom

Re: ACT v16 - Email history not attaching

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

David Shaw
Act! Certified Consultant since 2001
Office:    +44 (0)1483 714507
Mobile: +44 (0)7977 567 318
E-Mail:    dshaw@act4u.org 
New Member
Posts: 1
Country: USA

Re: ACT v16 - Email history not attaching

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