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ACT 2009 Help - Documenting Letters Sent

New Member
Posts: 9
Country: USA

ACT 2009 Help - Documenting Letters Sent

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!!!

Moderator
Posts: 4,395
Country: USA

Re: ACT 2009 Help - Documenting Letters Sent

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

New Member
Posts: 9
Country: USA

Re: ACT 2009 Help - Documenting Letters Sent

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!

New Member
Posts: 9
Country: USA

Re: ACT 2009 Help - Documenting Letters Sent

SCRATCH - Thanks

i figured it out!!!

 

 Smiley Happy