10-04-2018 01:28 AM
I recently upgraded to Act V20 and Office 2016 and now I notice several issues:
1: Automatich mail attach to contacts no longer works.
2: When I use quick attach messages are attached but not as attachment so I can not reply to a message directly from the contact record.
3: when logging in as administrator the automatic attach does work but the search function in Outlook works akward and is extremely slow.
Is there a solution to these issues?
10-04-2018 08:49 AM
I would first start with an MSFT Office repair. It takes about 5 minutes.
If would like to have your emails attached as an attachment in history rather than display all of the information (subject, message and attachments)
10-07-2018 10:07 PM
Thank you, the norml.dot problem seems to have been resolved. My attachment problem is not I am afraid. The settings in preferences are OK. The problem is that when I sent emails, mails will be attached but not when I am receiving emails. i can only attach them manually. Quick attach only works partially as it does attach but only as a history so I am not able to reply to the message from the contact record.
10-08-2018 11:11 PM
I am 100% sure this is not true. At least in V18 incoming mail was attached automatically to contacts if the email address matched:
The e-mail auto-attached messages are the invoming messages.
Clicking on the paperclip opens the message in outlook. In V20 I can only do this manually at present.
10-09-2018 07:29 AM
This may be what we are thinking of which is not a option currently...
23020 How do I use Outlook® Rules to attach e-mails to Contact History in Act! versions 2009 (11.0) through v18?
"Act! adds a custom action to the Outlook rules that directs Outlook to automatically attach incoming messages from contacts..."
10-10-2018 03:05 PM
What Carl stated is correct. Even if you have that rule in your system, it will not work. Microsoft disabled rules for inbound messages where it performs a custom command after Outlook 2010. Any rule that exists that was upgraded with a version of Outlook may still be there, but it will not actually run.
This isn't the case for outgoing emails, though. Are you experiencing similar issues when sending a message?