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Attach email to opportunity - not contact

New Member
Posts: 1
Country: USA

Attach email to opportunity - not contact

I have Act! Pro 2011 and Outlook 2010 installed, with the Act add-in icons visible.

 

I want to attach an email to a opportunity history, not the contact. Is there a way to do that?

Silver Contributor
Posts: 1,813
Country: USA

Re: Attach email to opportunity - not contact

Not automatically, you would need to first attach to a contact, then open the history and click the share with dialog box and choose opportunity from there.

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Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

Bronze Elite Contributor
Posts: 2,546
Country: New_Zealand

Re: Attach email to opportunity - not contact

The Xact Software product, Xact Outlook Contacts Addin  available  from www.freeactaddons.com  will do that for you. Total cost $0.00. Refer the attached image.

 

 

Graeme Leo
Xact Software - consultants and developers
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