BarryRobbins76
asked on
Unable to automatically attach incoming Outlook 2007 e-mails to ACT! 2010 history
Hi, I followed the following article:
http://kb.sagesoftwareonline.com/cgi-bin/sagesoftwareonline.cfg/php/enduser/std_adp.php?p_faqid=23020&p_created=1217875219&p_sid=gM3Zg*8k&p_accessibility=0&p_redirect=&p_lva=&p_sp=cF9zcmNoPTEmcF9zb3J0X2J5PSZwX2dyaWRzb3J0PSZwX3Jvd19jbnQ9MTI5MiwxMjkyJnBfcHJvZHM9MCZwX2NhdHM9JnBfcHY9JnBfY3Y9JnBfc2VhcmNoX3R5cGU9YW5zd2Vycy5zZWFyY2hfbmwmcF9wYWdlPTEmcF9zZWFyY2hfdGV4dD1lbWFpbCBoaXN0b3J5&p_li=&p_topview=1
Quick attach inside Outlook 2007 works just fine. However when creating the rule, nothing happens. The test sender is indeed in the ACT! address book. I send an e-mail to the client. She receives the email but nothing in history.
I also noticed that the instructions in the above article for ACT! 2009 / 2010 want you to choose "Date, time, and Subject text". Where as ACT! 2008 allows you to use the "entire e-mail as attachment". When using Quick Attach, the attachments for the email are not included in history. Is there a way to make it so everything is included?
http://kb.sagesoftwareonline.com/cgi-bin/sagesoftwareonline.cfg/php/enduser/std_adp.php?p_faqid=23020&p_created=1217875219&p_sid=gM3Zg*8k&p_accessibility=0&p_redirect=&p_lva=&p_sp=cF9zcmNoPTEmcF9zb3J0X2J5PSZwX2dyaWRzb3J0PSZwX3Jvd19jbnQ9MTI5MiwxMjkyJnBfcHJvZHM9MCZwX2NhdHM9JnBfcHY9JnBfY3Y9JnBfc2VhcmNoX3R5cGU9YW5zd2Vycy5zZWFyY2hfbmwmcF9wYWdlPTEmcF9zZWFyY2hfdGV4dD1lbWFpbCBoaXN0b3J5&p_li=&p_topview=1
Quick attach inside Outlook 2007 works just fine. However when creating the rule, nothing happens. The test sender is indeed in the ACT! address book. I send an e-mail to the client. She receives the email but nothing in history.
I also noticed that the instructions in the above article for ACT! 2009 / 2010 want you to choose "Date, time, and Subject text". Where as ACT! 2008 allows you to use the "entire e-mail as attachment". When using Quick Attach, the attachments for the email are not included in history. Is there a way to make it so everything is included?
ASKER
I apologize, I should have mentioned the OS is XP 32-bit SP3.
No Worries,
The XP directory is C:\Documents and Settings\<USERNAME>\Applic ation Data\ACT\ACT for Windows <Version>\HistoryQueue
50cal.
The XP directory is C:\Documents and Settings\<USERNAME>\Applic
50cal.
ASKER
Is this something I would just do for testing purposes and then copy all the contents back in? Or is this a way to "reset" the history queue to try to get things working again?
You can delete them if you so desire, but I was suggesting to move them out for testing. Basically when you file an email Act takes a copy of the .MSG (email) and creates an .XML file which contains the filing instructions and places them both in the history queue.
A process called act.outlook.service.exe then reads the xml file and tries to file the .msg file into act, if the contact does not exist in the database then it is stored in holding... it then tries to re-attach them periodically... so if the contact is not created the history queue can become quite large.
I am suggesting this so you can see if the process is creating the file ready to be stored or if it is not creating a file at all.
50cal.
A process called act.outlook.service.exe then reads the xml file and tries to file the .msg file into act, if the contact does not exist in the database then it is stored in holding... it then tries to re-attach them periodically... so if the contact is not created the history queue can become quite large.
I am suggesting this so you can see if the process is creating the file ready to be stored or if it is not creating a file at all.
50cal.
ASKER
Ok sounds good, when I am able to test in the afternoon, I will let you know the outcome of that step. Thanks for your help thus far.
ASKER
Ok so I deleted the files in the historyqueue folder. I sent an e-mail to her account with Outlook and ACT opened. No new files were created. I double checked that my email address was indeed added to her ACT contacts. Any ideas?
ASKER
I am also wondering if it is normal when creating the Custom action "ACT! - Auto attach e-mail to ACT! contact history", under rules in Outlook, for the 'Action Value' to show look something like 37ee4c13-369c-4ba7....
after selecting the db name. Also could checking the box 'Make history private' have something to do with them not showing up?
after selecting the db name. Also could checking the box 'Make history private' have something to do with them not showing up?
ASKER
So here's the deal so far. I setup the rule to put a flag next to e-mails from senders in the ACT! address book. It did not do this. This leads me to believe that is is not recognizing senders from the ACT! address book. Maybe it is not properly talking to that book. However I am able to see it in Outlook.
Hey,
If its not creating any entry then its more than likely not working.
If you highlight the same email that should be filed by rule and click quick attach does it record?
50cal.
If its not creating any entry then its more than likely not working.
If you highlight the same email that should be filed by rule and click quick attach does it record?
50cal.
ASKER
Yes it does.
If the history is recording as private only the record owner and administrators can see the history item. Are you sure you didn't miss it going into the queue before it filed? and are you the owner/administrator?
50cal.
50cal.
ASKER
I also did check the queue and did not see it there. I don't think Outlook is processing the rule properly.
ASKER
I also checked to see if it was filed and it was not.
ASKER
Ok so this is interesting. When I forced the rule to run on the Inbox the messages attached successfully. For some reason it is just not processing the rule when the messages arrive.
Have you got it set to "Apply this rule when the Message Arrives....
and in <yourdatabase>.pad
etc etc?
50cal.
and in <yourdatabase>.pad
etc etc?
50cal.
ASKER
It says "Apply this rule after the message arrives". There is an option that says 'Check messages when they arrive" in the rules wizard when I create a new rule.
Underneath this it says:
Step2: edit the rule description (click an underlined value)
"Apply this rule after the message arrives"
Because of this the final rule says "Apply this rule after the message arrives".
Underneath this it says:
Step2: edit the rule description (click an underlined value)
"Apply this rule after the message arrives"
Because of this the final rule says "Apply this rule after the message arrives".
ASKER
It looks good according to this article. And the rule is turned on.
http://kb.sagesoftwareonline.com/cgi-bin/sagesoftwareonline.cfg/php/enduser/std_adp.php?p_faqid=23020&p_created=1217875219&p_sid=gM3Zg*8k&p_accessibility=0&p_redirect=&p_lva=&p_sp=cF9zcmNoPTEmcF9zb3J0X2J5PSZwX2dyaWRzb3J0PSZwX3Jvd19jbnQ9MTI5MiwxMjkyJnBfcHJvZHM9MCZwX2NhdHM9JnBfcHY9JnBfY3Y9JnBfc2VhcmNoX3R5cGU9YW5zd2Vycy5zZWFyY2hfbmwmcF9wYWdlPTEmcF9zZWFyY2hfdGV4dD1lbWFpbCBoaXN0b3J5&p_li=&p_topview=1
We know that ACT and Outlook are talking properly, that the rule is working. It's somewhat of a mystery why it won't process the e-mails when they arrive.
http://kb.sagesoftwareonline.com/cgi-bin/sagesoftwareonline.cfg/php/enduser/std_adp.php?p_faqid=23020&p_created=1217875219&p_sid=gM3Zg*8k&p_accessibility=0&p_redirect=&p_lva=&p_sp=cF9zcmNoPTEmcF9zb3J0X2J5PSZwX2dyaWRzb3J0PSZwX3Jvd19jbnQ9MTI5MiwxMjkyJnBfcHJvZHM9MCZwX2NhdHM9JnBfcHY9JnBfY3Y9JnBfc2VhcmNoX3R5cGU9YW5zd2Vycy5zZWFyY2hfbmwmcF9wYWdlPTEmcF9zZWFyY2hfdGV4dD1lbWFpbCBoaXN0b3J5&p_li=&p_topview=1
We know that ACT and Outlook are talking properly, that the rule is working. It's somewhat of a mystery why it won't process the e-mails when they arrive.
ASKER CERTIFIED SOLUTION
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Glad you got it sorted :-).
50cal.
50cal.
If you copy all the data out of
C:\Users\<Username>\AppDat
and then test receiving an email from the sender, it should create a .MSG and .XML file in the above directory.
50cal.