Community
Showing results for 
Search instead for 
Do you mean 
Reply

Creating contacts if they don't exist when sending/replying to email

Accepted Solution Solved
Copper Contributor
Posts: 31
Country: United States
Accepted Solution

Creating contacts if they don't exist when sending/replying to email

Is there a way to have ACT create a contact if it's not found when sending or replying to emails? I know you can when quick attaching, But it would be great if you could also when sending or replying to emails.

Accepted Solutions
Solution
Accepted by topic author pdibuffalo
‎09-25-2015 03:20 AM
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Creating contacts if they don't exist when sending/replying to email

Assuming you are using Outlook, you won't be able to create the contact while you are composing the email message (new or response).  Depending on the version of Act! you are running, there may be an icon for 'Create Act! Contact' on the Outlook toolbar that can be selected after highlighting a message in the Inbox or Sent Items folders.
Greg Martin
Sage

View solution in original post


All Replies
Solution
Accepted by topic author pdibuffalo
‎09-25-2015 03:20 AM
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Creating contacts if they don't exist when sending/replying to email

Assuming you are using Outlook, you won't be able to create the contact while you are composing the email message (new or response).  Depending on the version of Act! you are running, there may be an icon for 'Create Act! Contact' on the Outlook toolbar that can be selected after highlighting a message in the Inbox or Sent Items folders.
Greg Martin
Sage
Bronze Elite Contributor
Posts: 2,546
Country: New_Zealand

Re: Creating contacts if they don't exist when sending/replying to email

The best practice is to always create the contact in ACT! prior to sending the email. Then by clicking on the email address field within the contact will initiate the send email process through Outlook and importantly ensure the email is attached to the contact as desired.

If retaining an unbroken chain of sent and received emails is important to you while working from Outlook, watch out for changed email addresses in the received email. If the recipients email address is not in ACT! then the reply you send will not be attached to the record.

What I advise is that you have two additional email fields in ACT! contact layout to place alternative email addresses in for the contact, then irrespective of the source email address of the sender you will capture the complete history. 

Graeme Leo
Xact Software - consultants and developers
Follow us on Twitter and check out our Blog