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History Function

New Member
Posts: 1
Country: USA

History Function

Hi there,

 

I'm a new member and was wondering if there is any way to use the history function in ACT! Premium to keep track of what emails contacts have sent me, and what I have sent them.  (Ideally, when I click on  a contact, I would see not only their information, but also the email etc. exchanged.)  Is there a way to do this through either ACT or Outlook?

 

Many thanks.

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: History Function

If you set it up with Outlook, emails sent should automatically be attached.
You can then set up Outlook Rules (in Outlook) to auto attach incoming emails