07-18-2013 11:07 AM
We just implemented a client on version 8 (updates through 09, web core 03, web model 03) and a couple of users are having trouble with drag-and-drop of e-mails to Notes/History. It doesn't affect every user, and we have not been able to identify a common software set of those affected (compared to those operating normally).
The users can drag emails to Attachments, but not to Notes/History. There is no error - it appears to be working, and then doesn't. The users are on IE 9, but others on IE 9 have no problems. We have already tried uninstalling and reinstalling Desktop integration. Note: the login page shows ehancements as installed, but the Options page does not - I hope that symptom can help.
In this case, Record to History is not what we want as the e-mails may be about opportunities and may be from contacts at partners/vendors or internal. The current work-around is to create a note and drag the email to the attachments tab there, but that still requires copying the body of the e-mail to the note.
01-24-2014 01:55 AM
We have had this issue and the only way we can get this work is by checking the following
If I find anything else I will keep you posted