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History Register from a E-Mail in ACT! Mobile

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Nickel Super Contributor
Posts: 397
Country: USA
Accepted Solution

History Register from a E-Mail in ACT! Mobile

Greetings, Question: WHEN I emailed a contact from ACT! MOBILE ... How do I  make it as a history register?

 

I hope the suggestions, Thanks.


Accepted Solutions
Solution
Accepted by topic author jotero
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 14,389
Country: Australia

Re: History Register from a E-Mail in ACT! Mobile


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Solution
Accepted by topic author jotero
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 14,389
Country: Australia

Re: History Register from a E-Mail in ACT! Mobile

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: History Register from a E-Mail in ACT! Mobile

Juan,
In Sage ACT! Premium Mobile, when you send an email from your mobile device, a record history screen comes up so you can create a history item for the email. Unfortunately, the email content does not carry over.

Greig Hollister

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

Platinum Elite Contributor
Posts: 14,389
Country: Australia

Re: History Register from a E-Mail in ACT! Mobile

Greig ... does it only use one email field or can you have it send from and field defined as email?
Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: History Register from a E-Mail in ACT! Mobile

When you use the Quick Action "Write Email" it sends only from the primary email field. However, all email fields displayed have the email address hyperlinked so you can create an email from that as well. Phone numbers and website URLs are also hyperlinked to perform the appropriate action.

Greig Hollister

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