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Customize Smart tasks

Copper Contributor
Posts: 8
Country: USA

Customize Smart tasks

I would like to customize the body of a smart task with information from the record. ie Dear [contact name] it looks like ACT can pull info from the database (like for the to: field in the emai) but I can not get it to work in the body of the email.... Joe
Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Customize Smart tasks

Hello Joe,
Unfortunately, this is not currently an option when sending email via ACT! through a Smart Task. We have had several requests for this and are looking at adding this in an update or future version.

To show the program managers your support for this feature, please make a quick post on the Ideas board in this forum.

Greig Hollister

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