09-09-2008 02:49 PM - edited 09-09-2008 02:50 PM
I was playing with a report for history yesterday and noticed some of the email history entries for a few of my users said "To:" and then the person who got the email. Most people, including myself only have history in our own records for emails we received.
I would like everyone to have a history for sent and received email. Any ideas, comments?
09-12-2008 03:40 PM
The e-mail integration in ACT! only records the e-mail in the history of the receipient(s), not the sender. There are two ways I can think of to get emails into the sender's history:
1) The sender can add their address to email in the Bcc: line of the message
2) You can go into your Sent items folder and manually attach the messages to your contact record
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.