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Printing attachments recorded in History

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New Member
Posts: 2
Country: Australia
Accepted Solution

Printing attachments recorded in History

Using ACT Premium 18.  is there a hint on how to print attachments, mainly email attachments when I create and print a history report? - a .pdf of the attachments to the report is what Im after.  - reason: I require a history summary of all communications with an organisation.


Accepted Solutions
Solution
Accepted by topic author Susan123
‎03-23-2017 05:39 PM
Administrator
Posts: 4,024
Country: United_Kingdom

Re: Printing attachments recorded in History

Hi Susan,

If an email has been attached to the database in the way where it can be read in the preview pane of the history, and not as an attached .msg file, then these can be included in the "Notes - Histories" report. Running this for the contacts you want will produce a .pdf with the history entries included. you can then print this if you wish.

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Solution
Accepted by topic author Susan123
‎03-23-2017 05:39 PM
Administrator
Posts: 4,024
Country: United_Kingdom

Re: Printing attachments recorded in History

Hi Susan,

If an email has been attached to the database in the way where it can be read in the preview pane of the history, and not as an attached .msg file, then these can be included in the "Notes - Histories" report. Running this for the contacts you want will produce a .pdf with the history entries included. you can then print this if you wish.
New Member
Posts: 2
Country: Australia

Re: Printing attachments recorded in History

Thank you Gary, I will set my email preferences to do this rather than attach them.   thanks sue..