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ACT! 2010 Bug - Record History for mail merged documents (Bug 1 of 3)

Copper Elite Contributor
Posts: 118
Country: United_Kingdom

ACT! 2010 Bug - Record History for mail merged documents (Bug 1 of 3)

[ Edited ]

As much as I enjoy the new features of ACT! 2010 and cherish the leap forward... We're finding a few niggles and I'd like to make sure that they are 'on radar' and addressed in the next hotfix... here's the first of 3:

 

Having executed a mail merge (from a lookup) in ACT! 2010, when invited to record history, history is ONLY recorded against the first contact in the lookup.

 

This issue manifests whether...

 

  • The output is to Word Processor of Printer
  • You are using ACT! Word Processor or MS Word
  • Whether you choose to attach document or not

 

The workaround is of course to tag all Contacts in the lookup and record a historyas a seperate process. Annoying though.

 

Will Ingleby

BluebirdCRM

ACT 2010 UK Experts

 

 

Message Edited by will@bluebirdsam.com on 11-19-2009 10:46 AM

Will Ingleby
ACT! Certified Product Specialist

Solutions for Accounting & CRM (UK)

Moderator
Posts: 4,395
Country: USA

Re: ACT! 2010 Bug - Record History for mail merged documents (Bug 1 of 3)

Based on the information provided, your issue appears to be associated with a previously reported issue.