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Auto inserting Contact details in meeting requests

New Member
Posts: 2
Country: Australia

Auto inserting Contact details in meeting requests

ACT! by Sage Premium 2010 Version 12.0.409.0, Hotfix 3

 

Hello,

When scheduling a meeting between a sales memeber and client (ACT Contact) is it possible that the contacts details, such as company name, address, telephone number...even a link to google maps (which is on the act system) is automatically inserted into the email that will be sent to the recipients?

 

cheers

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Auto inserting Contact details in meeting requests

Unfortunately, that email cannot be modified.If the contact uses ACT!, they do get contact details in the attached file.

 

Adding Google Map would be good, but would need to be able to be able to be manually altered to show if meeting is at Contact, User or if the Location field was changed

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Auto inserting Contact details in meeting requests

I have added this to the Share Ideas area... please add a Kudo (by clicking on the button) and a comment (if you like) to this post:

 

http://community.act.com/t5/SHARE-YOUR-IDEAS/Modifying-Activity-Email/idi-p/70961