Sage Act! 2008 not linking with History when emailing from Outlook 2007

Hi,
We have a customer using Sage Act! 2008 linking with Outlook 2007 for emails.
When they send an email from Outlook 2007, the subject goes into the "regarding and details" column in history, but if there is an attachment there is nothing under the paperclip column.
I have checked all the Act support and can not find an answer.
I have a vague recollection of creating a rule in Outlook?
Many thanks in advance.
Mike
ics45Asked:
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50calCommented:
In order for ACT! to attach the email with attachments you'll either need to change the preferences of the user so that it defaults to attaching the whole email rather than just the subject line or change the setting on an email by email basis.

Email by Email
In the New email window you should have an ACT! history option within the tool bar/ribbon (This may be listed under the Addins tab).
Drop down the History recording options and select the option to attach Subject, Message and All attachments.

There is a KB by Sage.

Default Preference
Select Tools > Preferences
Select the Email tab and click email system set-up
Follow through the wizard till the Email Record options page
Set the default history Type to Subject, Message and All attachments
Follow through and finish the wizard

There is a KB by Sage.
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ics45Author Commented:
Hi 50cal,

Very many thanks for the reply, unfortuantly both the KB's are for later versions of Act!

We have version 2008.

Any other ideas?

Thanks very much,

Mike
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WilldotbCommented:
Hi ics45

If I remember correctly, the ACT! preferences for your version can be found in Outlook.

If you open up Outlook go to Options. There should be an ACT! Tab. From this tab select history options.

Once you have successfully navigated to the ACT history options tab, verify the location of the database and choose the history format of 'Entire e-mail as attachment (Includes images and other attachments)' -> Select Ok and restart Outlook.

This should achieve what you are after.

Let us know how you get on
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ics45Author Commented:
Act History TabHi Willdotb,

I have found the Act tab in Outlook as above and it was already setup as you specified.

But when you send the email from Outlook, it still doesn't show in the paperclip column in History in Act! - See attachment.

Any other ideas?

Many thanks,

Mike
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Mike LazarusAct! Evangelist - CRM ConsultantCommented:
With 2008, you had to use Attach to Contacts as per:
http://kb.sagesoftwareonline.com/app/answers/detail/a_id/14689
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ics45Author Commented:
Hi,

GL Computing,

Many thanks for the reply.

That looks excellent, as soon as I get to remote onto our customer I shall give you the points!!

Mike
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ics45Author Commented:
Hi GL Computing,

I have tried the KB and the composing options is greyed out (See jpg).

Would you know why?

Many thanks in advance,

Mike
Act-greyed-out.JPG
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ics45Author Commented:
Ended up I had to reload the PC, then it all worked first time - very weird!!
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