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Add functionality to select whether or not an attachment in an e-mail is recorded to an attachment to SalesLogix

Status: Delivered in 8.0
by Employee on ‎11-11-2009 08:27 AM

Josh DeLapp from SalesLogix Support here at Sage Summit, with Sue Menton of Sodexo.

 

They would like to add in functionality to the Send to Slx process that would allow them to decide on a file-by-file basis if items embedded in an e-mail are recorded as an attachment in SalesLogix.

 

For example, when recording an e-mail to History, the e-mail might contain a spreadsheet, a PDF, and a JPG that is simply the user's signature. When recording to History, a dialog box would pop up that would say, "This e-mail contains the following attachments. Select the ones to be recorded as an attachment in SalesLogix." You would then select the ones that you want.

 

Currently, they are seeing a lot of sync overhead because users record almost all e-mails to History, and this is flooding their attachment folder with JPGs and other small files that are part of the e-mail but that don't really need to be kept.

Status: Delivered in 8.0

The Outlook Add-In as part of Desktop Integration includes the option to ignore specific file types and sizes.

 

I could be wrong in the SLX version it was delivered in.

Comments
by Bronze Elite Contributor
on ‎11-11-2009 08:35 AM

Are you aware of the registry update which allows you to prevent such files being added?

 

This might help in the interim until such functionality becomes available.


SIGNATURE IMAGES

If your company has an image as part of the standard Outlook signature, the
slmn.dll will try and attach it every time you send an email using Send SLX.
To prevent this create the following registry keys.

 

HKEY_CURRENT_USER\Software\SalesLogix\Outlook\MinImageSizeTolgnore - (String
or integer). The Size (in bytes) of the image (JPEG, JPG, BMP, and GIF)
files to ignore. Graphics files below this value will be ignored and a user
will only be prompted if there are other files of a larger size.

 

HKEY_CURRENT_USER\Software\SalesLogix\Outlook\IgnoreFileNames - a list of
files to ignore. These should be separated by semi-colon. You can use * and
? as wildcards. The files matching the criteria will be ignored. E.g.
"*.jpg;signature.gif" This can be applied to all file types and not just
images.

by Gold Super Contributor RJLedger
on ‎11-11-2009 09:11 AM
7.5.2 (SP2) enables you to put things BACK to the way they were before saving the .msg (entire email).
by Astute Commentator RowlandDexter
on ‎12-09-2011 03:39 AM

Question - Post 7.5.2 if you are configured not to save the whole email as an attachement, do the above regestry keys still work, i..e can you still use them to limit the files (images) being stored when you say Yes to store attachements?

 

Thanks

Rowland.

by Moderator Moderator
on ‎08-02-2012 10:02 AM
Status changed to: Under Consideration
 
by Moderator Moderator
on ‎08-08-2014 04:38 PM
Status changed to: Delivered in 8.0

The Outlook Add-In as part of Desktop Integration includes the option to ignore specific file types and sizes.

 

I could be wrong in the SLX version it was delivered in.

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