The snow is melted, days feel longer and the air is slowly starting to warm up. Spring is finally here, and with it come thoughts of cleaning up, getting organized and making a fresh start. This month we’re talking about how to find and clean up your unattached email messages.
If you use Outlook as your email client, you may have noticed the icon to the right in your Windows System Tray. Or maybe you know you sent a client an email, but it isn’t showing up in the client’s history record in Act! and you don’t know why.
The envelope with the red X icon is an alert informing you that the Act! Quick Attach process has failed for one or more emails, meaning that those emails have failed to attach to a contact record in
To review and clear the Quick Attach alerts:
1. Double-click the Quick Attach Failed icon (envelope with a red X) in the system tray to open the Outlook Quick Attach portal window.
2. Click the Not Attached Messages tab at the top of the window.
Retry Attach – The program will try once again to attach to the appropriate contact record.
Attach to Act! Contact – Opens the Attach Email to Contacts window where you can manually enter the contact record you’d like the email attached to.
Attach to New Contact – Opens a New Contact window where you can create a new contact record and have the email attached to that record.
Remove – Deletes the email message from the list without attaching it to a record.
If you don’t see the icon in your system tray, then you don’t have any recent messages that failed to attach.
Are you interested in learning more about connecting Act! and your email client?