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Select ACT! History Option in Incoming E-mail in Outlook
I can't remember whether this feature existed in earlier versions or not, but with ACT! 2010 and Outlook 2007, when I manually save an individual email to an ACT! contact I don't get any option to choose how much ACT! History should be created ( Subject Only, Subject & Message etc), which would be really useful. I normally save subject and message as a default, but occasionally need to save an attachment as well, with the email.
Jeff
Comments
- Comments (1 - 2)
Jeff, there is an addins(?) tab in Outlook 2007.
If you click on that, you have the options you are looking for.
Yes, but the contents of the Add-Ins tab is different for outgoing and incoming emails.
The outgoing version has the history options, but the incoming one doesn't; the only option is "Attach to ACT! contacts" which uses your default attach to history setting.
AND in Office 2007 you actually have to double click the email and open it in a separate window before you can even see the Add-Ins tab, but that's another issue.
Jeff
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