10-10-2009 12:32 PM
In the past when ever we sent an email from ACT we were able to see the preference to attach the email and the attachment to the clients history. No with the new version I'm not seeing how to do this. Could someone tell me what settings I need to change. I'm using Outlook 2007 for my emails.
PAW Marketing, Inc.
10-10-2009 01:06 PM
Assuming you've addrd the ACT! database to ACT! as per this ACT! Knowledge Base article -
When you create a new email - Click Add-Ins on the Outlook 2007 Ribbon... you'll find the options there.
You can also set the defaults in ACT! - Tools | Preferences | Email