Outlook Rule for Already Attached Emails

[#1]

My customers find themselves using the Quick Attach feature in ACT! but I get complaints that customers have no easy way to determine if an email has already been attached from within Outlook.  They have to open the Attach to Contacts Progress program and then scroll to find if an email was attached.  This is cumbersome and problematic.

I have a feature request that would allow any attached email to be moved to a user designated folder such as the a folder named ACT! Attached (nice continual branding also in Outlook).

Once the email is attached, the program  would move the email.  Of course this would have to be an option or the customer could get an optional prompt.  It could also move the email to the Deleted Items folder.

This would be a GREAT feature addition.

Also, please consider a fourth option for attaching emails including 'Subject, Body AND Attach' the email. I have already asked for this in the past and I use an addon that addresses this.  However, I dont want my customers to have to purchase an addon just for this one feature.
 

The reason for this request is that some want the body of an email is in the history so that it can be searched on using the keyword search.  They also want the email attached to keep the integrity of the actual email which can be resent or forwarded. 

Thanks,
Scott Abboud

Allied Financial Software, Inc.

[#2]

Thanks for psoting this one Scott.

I've had some exposure to SageCRM and their Outlook Integration has a column in the inbox and if shows a tick, then you know the email is attached to CRM.

The problem as you have stated, is nobody knows if the email has been successfully attached or not. Quick attach tells you it has but it doesn't mean that it actually could attach the email.

[#3]

I have several clients that ask for this, and I think a column like the SageCRM plug-in would help immensely. This makes sense, as this would clearly show the email has been attached to the user, and minimise having duplicate record data attached into ACT!

[#4]

I second this idea.

In the meantime, I don't know if this might help you or others, but as you may know you can set a Custom Outlook Rule to automatically attach incoming emails to ACT!

Now you can go one stage further and get Outlook Rules to colour code the attached emails by assigning them to a category.

e.g.

Apply this rule after the message arrives

sender is in ACT! Address Book- YourDB.pad

  and on this machine only

assign it to the Attached to ACT! category

  and perform ACT! -AutoAttach E-mail to ACT! Contact History

Result is that attached emails are shown with a green (in my case) square (category) in Outlook Inbox.

Jeff

[#5]

Moved to ACT! Premium discussion board for greater visibility

[#6]

We run a insurance brokerage in England and do not have access to Act for Financial Professionals as not available in the UK.  The problem with auto attach for us is that quotes come into the inbox from a variety of insurance providers and the quote is done by any number of people in a department so you cannot list all these contacts in Act for autoattach.

We do not want to attach the quote to the insurer it came from but to the client that it relates to.  We have no way of attaching other than manual which is very time consuming.  Auto attach by subject line or body content would be helpful.  Are we missing something or is there an add-on.