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Associate Emails with Contact

Copper Contributor
Posts: 54
Country: United_Kingdom

Associate Emails with Contact

If I make a new contact in ACT, is there a way to associate earlier emails that have been recieved from or sent to that contact.   I thought that dragging the email on to the contact would work, but maybe I am asking too much :-)
Nickel Contributor
Posts: 241
Country: United States

Re: Associate Emails with Contact

If the contact name on the contact detail page == the contact name you sent to/recieved from in Outlook, the quick attach feature will attach them to the correct contact. Additionally emails can be individually attached to any contact by choosing the attach to act contact icon from within Outlook.

 

An additional tidbit; version 11.1 will no longer resolve based on contact name but will resolve based on email address instead.