• AGMNS
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This is slightly more complex than the subject, however I hope that this helps a few of you may be having problems with the Add and Send feature integration with Outlook 2007

 

When Edition 3 was first installed and I used the Send and Add button for a new e-mail the SF dialog appeared and the contact was chosen.  After clicking on Add to SalesForce SF opens to the completed task as it should.  The e-mail however was NOT sent.  It was retained in the Drafts folder of Outlook and never sends unless you open it and click on the Outlook Send button.

 

This is a known bug and SF support had a work around.  In your Outlook E-mail settings make sure that Send Immediately is checked.  (It appears you have to restart Outlook for the fix to take) This still sends the e-mail initially to the Drafts folder and within 10 or 15 seconds sends the e-mail and the e-mail is transferred to the Sent folder. Why the drafts folder is a mystery!

 

If however you go one step further and Choose the Related To tab with Send and Add and choose an object (in this case an account) to relate the e-mail to and then click on add to SalesForce the e-mail is sent immediately without ending up the drafts folder.

 

I'm sure SF would appreciate any additional comments on this bug.

 

Regards,

AGMNS

  • July 31, 2007
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