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Rule based email attachment from Outlook 2007 to Act 2010

New Member
Posts: 1
Country: UK

Rule based email attachment from Outlook 2007 to Act 2010

Hello all,

 

We have 6 users on the same network in an office using an Act 2010 database. The problem we are facing is that we would like all email correspondence with contacts in the database to be automatically attached (which is working fine), but all our internal email is being attached to our contacts in ACT. This is a huge problem because confidential email is being attached and available for all staff to view.

 

We have tried using rules but have had differing levels of success. Any tips or pointers?

 

Many thanks,

Alaric

Bronze Super Contributor
Posts: 1,538
Country: United_Kingdom

Re: Rule based email attachment from Outlook 2007 to Act 2010

Alaric,

 

I would suggest you try deleting the users' email addresses in their My Record then it won't be able to find them and attach.

 

I don't think there's any real use for users having their email address field completed.

 

HTH

 

David


David Shaw
Act! Certified Consultant since 2001
Office:    +44 (0)1483 714507
Mobile: +44 (0)7977 567 318
E-Mail:    dshaw@act4u.org