08-06-2012 09:54 PM
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
08-07-2012 12:55 PM
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
08-08-2012 09:17 PM
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
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 ?
08-09-2012 07:30 AM
08-10-2012 06:45 AM
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.