03-17-2016 12:02 PM
I realize Act can store emails sent to both the TO and FROM in an email. However, there are times where I track an email sent to a 3rd party that may or may not be in my database that is important to one of the contact records I do have in my database. In these cases, I specify which contact record to store the email history to.
Although the email content itself is recorded properly in the contact history, it does not show me anything about who the email was actually sent to. I do not want to have to store contacts in my database unless its someone I commonly interact with. Is there any way to ensure that email history that is recorded also shows not just the content of the email but the header as well?
I'm using Act v18 Premium Web.
03-17-2016 01:27 PM
the following is just an idea... (From step 1 to 3 it is done only once)
When I get or send an email ... I use it with the forward option to Copy information in a manual record history.
In some cases not enough F5 or Refresh to see this new history Record , it may be that you should move to another contact and return or restart the database
This way you are registered in the history full information on incoming and outgoing emails
This is not an official technical note, but it's just an idea
Do not forget to periodically backup your database and store safely the administrator password
03-17-2016 01:33 PM
03-17-2016 01:38 PM
Nice workaround but still very long and time consuming it would be far easier if Act copied those details with the Outlook email linking, its rather odd that it does not already do it
03-17-2016 06:41 PM
I agree, there must be a simpler way to accomplish this. I'm actually shocked the header information is not stored. The only resolution would be to store all emails as attachments rather than just the subject/message but that will quickly eat up storage space not to mention you would have to click on the attachment (paperclip icon) in the history entry to open the email instead of just selecting the entry and seeing a preview of the email.