Community
Showing results for 
Search instead for 
Do you mean 
Reply

How to attach outlook email to Company record

Accepted Solution Solved
Copper Contributor
Posts: 5
Country: Canada
Accepted Solution

How to attach outlook email to Company record

Is there a way to attach an outlook email to a company record?  I get emails from vendors that I want to attach to the Company record, not a contact record.  The Outlook Add-in only allows me to attach emails to contacts only.

 

Thanks


Accepted Solutions
Solution
Accepted by topic author insurancebroker
‎09-25-2015 03:20 AM
Copper Contributor
Posts: 5
Country: Canada

Re: How to attach outlook email to Company record

Thanks Mike,

 

Most of them have PDF attachments so I will attach them in ACT.  For those that have no attachments, I can print to PDF as well.

 

Thanks for all of your help.  I will close this post now.


Ron

View solution in original post


All Replies
Silver Contributor
Posts: 1,813
Country: USA

Re: How to attach outlook email to Company record

Not automatically, but once an email is attached to a contact, open the history, and use the Share With dialog box. From here, you can attach a history (email) to a n opportunity, company, or group.

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: How to attach outlook email to Company record

Also, if the contact is linked to a company, it will display there also... Jon's way means it will still be linked with the Company of the Contact leaves
Copper Contributor
Posts: 5
Country: Canada

Re: How to attach outlook email to Company record

Thanks Jon and Mike,

 

The emails I get are from insurance comanies and they consist of bulletins and newsletters for rate changes, company updates etc.  They don't come from a particular contact.  I was trying to avoid setting up a "dummy contact" for each company.  If there is no other way, I will attach the email to My Record and then share it with the company record.  This will work.

 

Thanks for your help!

 

Ron 

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: How to attach outlook email to Company record

If they are attachments (eg PDFs), save them and attach them to history or documents of the company

You could also save the actual email to your desktop and attach it manually also
Solution
Accepted by topic author insurancebroker
‎09-25-2015 03:20 AM
Copper Contributor
Posts: 5
Country: Canada

Re: How to attach outlook email to Company record

Thanks Mike,

 

Most of them have PDF attachments so I will attach them in ACT.  For those that have no attachments, I can print to PDF as well.

 

Thanks for all of your help.  I will close this post now.


Ron