Sage ACT! - Merge Email/Note/History with Task

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Merge Email/Note/History with Task

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Say for example I want to send an email to a friend or a client and I go to Outlook to send it. The history entry is created recording the email. Then I have to go to the task list to complete the task.

What I would like to see is the email merged to that completed task. It would be nice if both history entries could be merged where the email could be included in the details section.

This can be done in numerous ways. 1) Multi-select the history entries and right click a context menu option to do this 2) The task list could have an email icon to choose this that opens the Outlook email and when the email is sent, it automatically creates the email in the details section.

There are other ways, but just a thought. Wouldn't mind keeping the ideas in one place.

Pat

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