Improve company productivity with a Business Account.Sign Up

x
  • Status: Solved
  • Priority: Medium
  • Security: Public
  • Views: 1752
  • Last Modified:

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?
0
BarryRobbins76
Asked:
BarryRobbins76
  • 13
  • 7
1 Solution
 
50calCommented:
Hi,

If you copy all the data out of
C:\Users\<Username>\AppData\Roaming\ACT\ACT for Windows <version>\HistoryQueue  (Vista and 7).

and then test receiving an email from the sender, it should create a .MSG and .XML file in the above directory.

50cal.
0
 
BarryRobbins76Author Commented:
I apologize, I should have mentioned the OS is XP 32-bit SP3.
0
 
50calCommented:
No Worries,

The XP directory is C:\Documents and Settings\<USERNAME>\Application Data\ACT\ACT for Windows <Version>\HistoryQueue

50cal.
0
Keep up with what's happening at Experts Exchange!

Sign up to receive Decoded, a new monthly digest with product updates, feature release info, continuing education opportunities, and more.

 
BarryRobbins76Author Commented:
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?
0
 
50calCommented:
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.
0
 
BarryRobbins76Author Commented:
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.
0
 
BarryRobbins76Author Commented:
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?
0
 
BarryRobbins76Author Commented:
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?

0
 
BarryRobbins76Author Commented:
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.
0
 
50calCommented:
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.
0
 
BarryRobbins76Author Commented:
Yes it does.
0
 
50calCommented:
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.
0
 
BarryRobbins76Author Commented:
I also did check the queue and did not see it there. I don't think Outlook is processing the rule properly.
0
 
BarryRobbins76Author Commented:
I also checked to see if it was filed and it was not.
0
 
BarryRobbins76Author Commented:
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.
0
 
50calCommented:
Have you got it set to "Apply this rule when the Message Arrives....
and in <yourdatabase>.pad

etc etc?

50cal.
0
 
BarryRobbins76Author Commented:
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".
0
 
BarryRobbins76Author Commented:
0
 
BarryRobbins76Author Commented:
Ok so I figured it out by looking at this:

http://www.experts-exchange.com/Software/Office_Productivity/Groupware/Outlook/Q_25215033.html?sfQueryTermInfo=1+10+2007+30+automat+outlook+rule

The client is using an Outlook connector with MSN, however, this was not set as the 'default'. Even though email messages were arriving in the msn addresses inbox, the rules were being processed for a pst file that was set to 'default'. Once I set the msn account (probably an OST file) to the default, closed and opened Outlook, the rule processes automatically as e-mails arive.

Thanks for your help. If anything you helped get walk me through the steps to realize that Outlook was the issue and not Act.
0
 
50calCommented:
Glad you got it sorted :-).

50cal.
0
Question has a verified solution.

Are you are experiencing a similar issue? Get a personalized answer when you ask a related question.

Have a better answer? Share it in a comment.

Join & Write a Comment

Featured Post

Free Tool: SSL Checker

Scans your site and returns information about your SSL implementation and certificate. Helpful for debugging and validating your SSL configuration.

One of a set of tools we are providing to everyone as a way of saying thank you for being a part of the community.

  • 13
  • 7
Tackle projects and never again get stuck behind a technical roadblock.
Join Now