03-06-2013 08:58 AM
Hello. Have Pro 2011, Version 13.0.401.0, Hot Fix 2. I use Windows 7, Microsoft Office 2010. Database on my local machine.
Am sole user, Administrator, and have Admin settings to allow attachment of documents and emails.
03-06-2013 01:41 PM
03-06-2013 02:22 PM
Thank you for your response/interest.
Specifically, when I wish to attach, say, a Word document to a contact record, the following is the process:
With respect to emails, when I go through the process of attempting to attach/quick attach (to my own record in my test attempts) an email I have sent to someone, I simply see no evidence that it has done so.
Further, when I see the Add Document tab active (green dot and + sign), the "Remove Document", "Edit Document", "Map to Excel", and "E-mail Document" are all greyed out.
Am I providing you the info you need? Thanks again.
03-08-2013 07:52 AM
This is generally a permissions type of issue. Here is an article addressing the 'Failed to attach' error: KB Article 14386
Since emails are 'attachments', correcting the document issue will most likely resolve the email issue.