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Finding unattached emails in Act v20.1

Copper Contributor
Posts: 56
Country: United States

Finding unattached emails in Act v20.1

Our client recently upgraded to Act Premium v20.1.  They work on a terminal server and use Office Standard 2016.

 

Some of their users are accustomed to using the history queue to check emails which did not attach to Act.  Now that they're in v20.1, the queue is no longer available to them, and they don't know how to detect unattached emails.  We realized that we don't know how they could easily see their unattached emails, either.

 

Does the latest version of Act have a means for users easily perusing the emails which did not attach?

Nickel Elite Contributor
Posts: 619
Country: USA

Re: Finding unattached emails in Act v20.1

Hello, Question ... which is the Office version they use?

 

 

...click on the image to enlarge it

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Copper Contributor
Posts: 56
Country: United States

Re: Finding unattached emails in Act v20.1

As my original post states, they are using Office 2016 Standard.

Employee
Posts: 372
Country: USA

Re: Finding unattached emails in Act v20.1

 

 

Sounds like you looking for:


In Outlook, go to the Add-Ins tab.

Click Quick Attach

Then there is Manage unattached emails on the pop up menu

 

I hope this helps.

 

2018-09-25_1553.png

Bronze Elite Contributor
Posts: 2,639
Country: New_Zealand

Re: Finding unattached emails in Act v20.1

Good point.
Quick Attach, on determining that the email address does not exist in Act!, will pop a screen to allow you to either create a new contact or attach to another contact but it doesn't help to determine if an email has already been attached to Act!.

Graeme Leo
Xact Software - consultants and developers
Follow us on Twitter and check out our Blog


Employee
Posts: 372
Country: USA

Re: Finding unattached emails in Act v20.1

sorta of a workaround is to go to all History with broad filters set and look for Result "E-mail Attachment."

 

2018-09-26_1451.png

Bronze Elite Contributor
Posts: 2,639
Country: New_Zealand

Re: Finding unattached emails in Act v20.1

[ Edited ]

That isn't as practical as seeing a list of exclusions. I believe the need is to know what hasn't attached.  

Graeme Leo
Xact Software - consultants and developers
Follow us on Twitter and check out our Blog


Copper Contributor
Posts: 56
Country: United States

Re: Finding unattached emails in Act v20.1

Quick attach doesn't bring up this dialog, even when trying to attach an email without a matching address in the DB.

Bronze Elite Contributor
Posts: 2,639
Country: New_Zealand

Re: Finding unattached emails in Act v20.1

I run 20.1 update 6 and it does...

 

 

QAttach.png

Graeme Leo
Xact Software - consultants and developers
Follow us on Twitter and check out our Blog