Product Family: Act!
Version: 22.1 and above
Deployment: Desktop, web and Cloud
NOTE: The following feature differences impact users of Act! v22.1 updates 1-3, but have been resolved in update 4 (the August update described below). If you require the use of the features described, please make sure to apply v22.1 update 4 (if you use a Cloud version of Act! this will have been applied for you, if you use a desktop version go to the Help menu and choose Act! Notifications).
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. Resolved in update 4|
|History Recording||Matches on just the primary email address, not on all email addresses for the Contact.||Record History on both default email fields for all Contacts (E-mail and Personal E-mail), not just the primary one. Partially resolved in update 4 where emails now attach to all default email fields, but not custom email fields|
|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. Resolved in update 4|
|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 Resolved in update 4|