Community
Showing results for 
Search instead for 
Do you mean 
Reply

Corresponding with contacts of multiple companies

Accepted Solution Solved
New Member
Posts: 11
Country: USA
Accepted Solution

Corresponding with contacts of multiple companies

Record Type: Company

 

I have used a "Lookup by Example" which yields a number of Companies in My Lookup results I need to send correspondence to the "Contact" records of the Companies in this lookup.  I have not been able to accomplish the task.


Accepted Solutions
Solution
Accepted by topic author rsangari
‎11-22-2016 12:12 PM
Administrator
Posts: 4,024
Country: United_Kingdom

Re: Corresponding with contacts of multiple companies

[ Edited ]

There was an issue with this feature in Act v18.1 that was fixed in the v18.2 update.

You can download the update from our Download Center. The file you're looking for is Act! Pro v18 SP2 Update - US.

 

If you are using a shared Act database with other users, then the update should be installed on the server first before the clients.

If you're an Act! Premium Cloud customer, please remain on Act v18.1.

 

Once you're running v18.2, try emailing from the Company list again.

View solution in original post


All Replies
Administrator
Posts: 4,024
Country: United_Kingdom

Re: Corresponding with contacts of multiple companies

Hi rsangari,

From the Companies list view, you can select multiple companies, and then click the E-mail button in the toolbar. This will open a new email in Outlook with all the contact addresses from the multiple companies in the TO: field. I would suggest cutting and pasting these email addresses into the BCC: field for privacy reasons.
New Member
Posts: 11
Country: USA

Re: Corresponding with contacts of multiple companies

[ Edited ]

Hi Gary,  The suggested process opens an outlook email but does not populate "To" field with emails addresses.

 

I should mention my Lookup is on "Company" records and not "Contacts" records, as the process you outlined works for "Contacts" Lookup

 

Act_1.JPGAct_2.JPG

 

 

 

Administrator
Posts: 4,024
Country: United_Kingdom

Re: Corresponding with contacts of multiple companies

Please could you post the exact version of Act you are using?
Check in Help > About Act.
New Member
Posts: 11
Country: USA

Re: Corresponding with contacts of multiple companies

Act! Pro Version 18.1.103.0
English (United States)
Solution
Accepted by topic author rsangari
‎11-22-2016 12:12 PM
Administrator
Posts: 4,024
Country: United_Kingdom

Re: Corresponding with contacts of multiple companies

[ Edited ]

There was an issue with this feature in Act v18.1 that was fixed in the v18.2 update.

You can download the update from our Download Center. The file you're looking for is Act! Pro v18 SP2 Update - US.

 

If you are using a shared Act database with other users, then the update should be installed on the server first before the clients.

If you're an Act! Premium Cloud customer, please remain on Act v18.1.

 

Once you're running v18.2, try emailing from the Company list again.

New Member
Posts: 11
Country: USA

Re: Corresponding with contacts of multiple companies

worked ! Thanks

Administrator
Posts: 4,024
Country: United_Kingdom

Re: Corresponding with contacts of multiple companies

You're welcome.
Glad to hear it!