10-10-2013 12:28 PM
All emails being sent to a contact synced with my outlook is being recorded in the act! history under the contact info but not any emails I recieve from this contact. How can I remedy this? Also when I send a letter or any of the other documents there is no history of this being recorded.
10-11-2013 06:31 AM - edited 10-11-2013 07:13 AM
You need to create an outlook rule to automatically attach inbound emails or use the Attach to ACT Contact / Quick Attach to manually attach the emails.
This is how to set up rules
If you are using the write letter menu within ACT! once the template is open you will notice you have an extra tab in word (2007 and above) Add-Ins this holds the ACT! menu where you have the attach o ACT! option or once printed the Create History option will also be available.
If the tab is missing from Word then you may need to look at why it is missing.
First step would be to look at http://kb.swiftpage.com/app/answers/detail/a_id/21680
10-11-2013 07:06 AM
Thank you. I have Outlook 2013 so it seems that there is a compatibility issue with creating a rule for recording a history file with recieved emails.
Is there no way to have the letter or other document automatically saved in the history like how it is with a sent email through ACT?