11-16-2010 10:35 AM
I think this feature is really cool but I'm confused.
When I create a quote from an opportunity it opens word. Fine.
However when I save it it does not attach it to the record. Simply saves it in My Documents/Act/Documents
Is that what it's supposed to do? Do I need to attach it to the contact or is the opportunity enough?
The reason I am creating the quote is to email it to my clients (or Fax it to them)
11-23-2010 11:41 AM
Similiar to a mail merge, you will only get the prompt to record to history if you print it. You can print it either to a printer or to .pdf (or other output). This will record the history and optionally attach the file to the associated contact's history, but not the opportunity record itself.
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.