Product Family: Act!
Version: 22.1 and above
Deployment: Desktop, web and Cloud
Outlook integration in Act! v22.1 has been updated - we have renewed the architecture of the Outlook integration to use Act!’s API rather than the SDK, and to support 64-bit technology.
Because it works in a different way, there are a number of Outlook integration features which are not available in v.22.1 compared to using previous integrations. These feature differences are detailed in the table below. Currently we plan to address the differences with an update scheduled for release in August 2020.
If you are using a feature which is described below and wish for it to continue to function as it does in your current version of Act!, we recommend that you *do not install a later version of Act! until we release that update*.
|Impact Area||Description of functionality difference||Change to be made available in future update|
|Contact Picker||Contact picker dialog for 'Attach to Contact' only contains contact name, not email and company columns.||Include contact, email and company columns in the “attach to contact” picker, and create activity picker.|
|History Recording||Matches on just the primary email address, not on all email addresses for the Contact.||Record History on any email address for all Contacts, not just the primary one.|
|History Recording||No option for a user to change History settings on the fly - no “Send” window button/dialog.||Will include Ribbon in the “Compose email” window to over-ride the default preferences to pick who to attach to, and what type of History to record, Private or Public.|
|History Recording||“Attach to Contact” cannot attach multiple emails to a selected Contact as in “Quick attach”||Utilize default Outlook multi-select so that “Attach to Contact” can attach multiple emails to a selected Contact - as in “Quick attach” pre-v22.1|