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Sage Act Premium 2011

New Member
Posts: 1
Country: USA

Sage Act Premium 2011

Can someone help me with scanning  hand written notes into the "History" under a clients name.

This could save DAYS if it can be done.



Silver Contributor
Posts: 1,819
Country: USA

Re: Sage Act Premium 2011

Nothing built into Act for this, but take a look at  This is a special pen/paper combination that will allow you to upload your handwritten notes. You would then need to attach them to the appropriate record.


the pen will also record a meeting as you're taking notes.  This can be uploaded to a portal. YOu could then just place the url into the ACT record.


Like this one.


Others may have different ideas.



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Country: Australia

Re: Sage Act Premium 2011