12-20-2008 09:20 AM
In Act 2009, I create a document by selecting Letter from the Write menu and then I save it. However, the document does not automatically appear in the Documents tab's list for that contact nor is a record of it in History. I can use the add the document button to add it to the Document list.
Am I missing a preference setting that would automatically add the document to either Document, Notes, or both? Or is this the way Act was designed?
12-23-2008 06:59 AM
12-23-2008 06:59 AM
12-23-2008 03:03 PM
David,
Thanks for the tip. I guess it makes sense to wait until transmitting the document to associate it.
Though it does make me wonder how people handle draft docs to a contact. You mean I gotta remember where I save a file just like in Windows? Ah, that's cold.
06-18-2009 01:30 PM