ACT 2009 Help - Documenting Letters Sent

[ds77]

I am still using the old style program.

Currently, I send letters out to 15 new members at a time off a template.  I would like to get these numbers calculating in "Letters Sent" under Latest activity and have it show up on my History Classic report.

Where do I add the date I am sending the letters so it will autocalculate under letters sent????

THANK YOU in advance!!!

[dlunceford]

A history will need to be recorded for the contact with results 'Letter Sent'.  You should get a prompt to record history when printing the letter.  This will update the letter sent field automatically for you.  

You can pull up the record history prompt a different way.

Act! Word Processor

File menu > Record History

Microsoft Word

Add-Ins tab > ACT! > Record History

[ds77]

i practiced with what you said.

My letter opens in Word.  it does give me ACT under add-ins. There is no "record" in the word document.

i am able to attach the letter to the contact in ACT.

i can manually click "letter sent" under Record history.

It does not calculate in the "letters sent" for the report.  is there a way i can see where that is calculating?

THANK YOU!

[ds77]

SCRATCH - Thanks

i figured it out!!!