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, you have Outlook emails that failed to attach to a contact record in ACT!.
At times, ACT! is unsuccessful in attaching an email message to an ACT! contact record - perhaps your network connection was lost or the contact does not exist in your ACT! database or maybe it is a new email address for one of your current contacts.
Unsure of what action to take next, ACT! will hold the e-mails for a period of time allowing you to decide how to best handle them.
To review and clear the Quick Attach alerts:
- Double-click the Quick Attach Failed icon (envelope with a red X) in the system tray to open the Outlook Quick Attach portal window.
- Click the ‘Not Attached Messages’ tab at the top of the window.
- Select the unattached message(s) and choose the action you’d like performed from the toolbar options:
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.
- When you are finished, click Close.
If you don’t see the icon in your system tray, then you don’t have any recent messages that failed to attach.