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Attach e-mail to history of contact and user in ACT! 2010

New Member
Posts: 1
Country: Egypt

Attach e-mail to history of contact and user in ACT! 2010

[ Edited ]

We need help finding a solution to email history

 

we have been using act 6 for long years we have upgraded to act 2010 using oulook as our email system

We are facing a problem not seen in act 6

 

we are 7 users using act2010 premiun when we send an email the email does not get attached to our user contact card (MY RECORD)

the administrator of the database cannot find in the contact card of any of the user of the database the email sent by the specific user attached to his record.

How is this possible?

by default in act 6 the email is attached in 2 places

1-to the contact we are sending an email to

2- and to the own record of the user sending the email

 

How can all users that belong to the same team

work in coordination when they are not sharing one of the major activity throught the shared database(email sent)

 

Jp

 

[Edit: subject edited to reflect topic]

 

 

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Attach e-mail to history of contact and user in ACT! 2010

Hello JP,
Unfortunately, when an email is sent the history will only for the recipients of the message. In order for the email to record in the history of the sender, they would need to add their email address (as it appears in their My Record in ACT!) to the Cc: or Bcc: box on the email.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.