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Automatically record emails sent in Outlook 2007 to Act! history

New Member
Posts: 3
Country: United_Kingdom

Automatically record emails sent in Outlook 2007 to Act! history

Hi,

 

We are trying to log emails sent in Outlook to be recorded under history for a contact in Act!

 

There is evidence this has worked in the past for one of our employees but doesn't seem to be working currently.

 

Please can you advise us the steps we need to take to be able to automatically record emails sent to Act! contacts.

 

Thank you for your time!

 

 

Sage ACT! Pro 2011 Version 13.0.401.0, Hot Fix 2

Outlook 2007 SP2

 

Adam

New Member
Posts: 3
Country: United_Kingdom

Re: Automatically record emails sent in Outlook 2007 to Act! history

[ Edited ]

Having explored this issue it seems the issue was:

 

 File path to HistoryQueue folder is incorrect in registry

 

Now we have added this path into the registry (Qpath wasn't in the registry at all), history appears to be being logged.

 

This also added a few more Act! buttons into our outlook. Not sure how that happened from setting the registry path.

 

 

Further question - does Act! have to be left open for this to work? Or will it simply queue up mails sent in outlook and add them into Act! when you next open it?

 

Thanks

 

 

 

 

New Member
Posts: 3
Country: United_Kingdom

Re: Automatically record emails sent in Outlook 2007 to Act! history

This isn't working on one machine.

 

I've set the registry path as above but the extra buttons aren't appearing in Outlook:

 

Namely:

 

attach to act! contacts

create act! contacts

create act! activity

and quick attach

 

Any thoughts?

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Automatically record emails sent in Outlook 2007 to Act! history

Hello Awalters,

Welcome to the Sage ACT! Online Community!

 

Here is an article with several steps for resolving the issue of missing ACT! icons within Outlook: KB Article 23022

Greg Martin
Sage