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ACT Recording Old/Previous Emails

New Member
Posts: 5
Country: USA

ACT Recording Old/Previous Emails

Hello - Recently, I resintalled ACT for Financial Professionals after some issues. Everything is now working properly.

My question is this:

 

How do you get ACT to record emails from the last few months into the history of the client it pertains to? Is this possible?

 

 

Thank you

Bronze Super Contributor
Posts: 1,170
Country: USA

Re: ACT Recording Old/Previous Emails

As long as you have Outlook and ACT! integration set up, all you should have to do is in Outlook select one or more emails and click the attach to Act! contact button...

 

ACT! doesn't care how "old" they are, it just looks for the match on the addresses and adds them to history.