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Outlook 2007 and ACT 2010 email integration issue

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Copper Contributor
Posts: 51
Country: Singapore
Accepted Solution

Outlook 2007 and ACT 2010 email integration issue

Hi

we are still on Outlook 2007 and ACT 2010 running on  Windows 7 professional

We need to have the Outlook subject line or the whole messgae appear in ACT contact history

How can we achieve this ?  A detailed walk through appreciated

Thanks


Accepted Solutions
Solution
Accepted by topic author Feroz
‎09-25-2015 03:20 AM
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Outlook 2007 and ACT 2010 email integration issue

Glad to hear it is working, and Thank You for the update!
Greg Martin
Sage

View solution in original post


All Replies
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Outlook 2007 and ACT 2010 email integration issue

The way the history attaches an email is based on the history recording option selected. 

- 'E-mail subject and message (recommended)' will display the subject and text of the email within the history item and preview pane.

- 'E-mail subect, message, and all attachments' will record the email in its entirety as an attachment.  The text will not be displayed in the preview pane.

 

Here is an article with instructions for setting up Outlook integration and history recording options: KB Article 26832

Greg Martin
Sage
Copper Contributor
Posts: 51
Country: Singapore

Re: Outlook 2007 and ACT 2010 email integration issue

We have everything we could as per your email/

1. Set up Outlook as the default email in ACT

2. Set up ACT address book in Outlook

Nothing works

We send emails from a set of templates we have set up in Outlook. Is this causing the problem?

Will the history recording works only when you send emails from ACT ?

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Outlook 2007 and ACT 2010 email integration issue

The use of the template may be the cause... when you open the template, do you see the Add-in tab and the Record History options?

Does it record correctly when sending an email from Outlook (using 'New E-mail', not a template)?
Greg Martin
Sage
Copper Contributor
Posts: 51
Country: Singapore

Re: Outlook 2007 and ACT 2010 email integration issue

Afraid no Add-in tab and the Record History options seen anywhere in the template, no even in the NEW Message  in outlook

Any help?

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Outlook 2007 and ACT 2010 email integration issue

Hello Feroz,
It should record history regardless of the template if the email address of the recipient is in your ACT! database. Check the solutions in this Knowledgebase article:
http://kb.Sagesoftwareonline.com/cgi-bin/Sagesoftwareonline.cfg/php/enduser/std_adp.php?p_faqid=1994...

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.

Copper Contributor
Posts: 51
Country: Singapore

Re: Outlook 2007 and ACT 2010 email integration issue

Hi

We did everything we could . The emai history still does not appear in ACT.
Appreciate any help

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Outlook 2007 and ACT 2010 email integration issue

Here is an article with additional troubleshooting steps: KB Article 23022

Greg Martin
Sage
Copper Contributor
Posts: 51
Country: Singapore

Re: Outlook 2007 and ACT 2010 email integration issue

Greg, thanks.

Followed your instrutctions and it worked .


Thanks again

Solution
Accepted by topic author Feroz
‎09-25-2015 03:20 AM
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Outlook 2007 and ACT 2010 email integration issue

Glad to hear it is working, and Thank You for the update!
Greg Martin
Sage