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Attaching Email to an Opportunity

Copper Super Contributor
Posts: 37
Country: United States

Attaching Email to an Opportunity

I want to be able to track emails pertaining to a specific opportunity - is there a way to do this in ACT! 2010???
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Attaching Email to an Opportunity

After sending the email, it will attach to the contact.

Then open the item for the email in the Contact's History and click the button to the right of "Share With"

 

This will allow you to select an Opportunity to link the History to

New Member
Posts: 2
Country: United States

Re: Attaching Email to an Opportunity

How do I attach an email to an opportunity using ACT! by Sage 2008 (10.0) Version 10.0.3.182, Hotfix 1?

 

Is this possible? When I open an email in History I don't see the "Share With" option that you described. 

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Attaching Email to an Opportunity

New Member
Posts: 1
Country: USA

Re: Attaching Email to an Opportunity

how would you do it in 2010 Premium?

DL

Bronze Elite Contributor
Posts: 2,546
Country: New_Zealand

Re: Attaching Email to an Opportunity

Now you can attach an E-mail to an ACT!  opportunity for ACT! 2010 or 2011, Pro or Premium.

 

Just released, an update to our free add-on at FreeActAddons it will also allow you to create an opportunity from an Outlook E-mail: -

  • Ability to attach an E-mail message to an existing ACT opportunity, you can search by the opportunity name or select from a list of Open opportunities, the default. Alternatively select from a list of All opportunities in the database.
  • Ability to create an ACT! opportunity from an Outlook E-mail message. When creating an opportunity it is also possible to associate it with an existing contact record or create a new contact record directly from the E-mail message.

Please ensure that you read the Read Me text file before installing to ensure compatibility with Outlook 2003 and 2007.

 

Enjoy..:-)

 

 

 

 

Graeme Leo
Xact Software - consultants and developers
Follow us on Twitter and check out our Blog


Astute Commentator
Posts: 9
Country: United_Kingdom

Re: Attaching Email to an Opportunity

Hi

 

I just tried your free application and followed the installation instructions in the readme file. However this doesnt seem to have done anything.

 

Pity, as it looked like it might solve the issue i have with opportunity documents \ email attaching

Bronze Elite Contributor
Posts: 2,546
Country: New_Zealand

Re: Attaching Email to an Opportunity

I am not understanding if you have a general ACT! issue of e-mail not attaching and hoping to solve it or do you want to be able to attach an e-mail to an ACT! Opportunity that you can't ordinarily do in ACT! without an add-on

Please advise the version of ACT! and version of Outlook.

 

Graeme Leo
Xact Software - consultants and developers
Follow us on Twitter and check out our Blog


Bronze Contributor
Posts: 1,394
Country: USA

Re: Attaching Email to an Opportunity

That is one of the best features in eMailConnect Pro.  It is an ACT addon and one I've been using for over 2 years. 

 

I am not associated with them, just like using the produc t.

 

You can find it at www.actaddons.eu.

John Purdy
ACT! Premium 2016 (V. 18)
Dell XPS Ultrabook with 4GB, Win 10 Pro, & Office 365, 32bit
Bronze Super Contributor
Posts: 1,231
Country: USA

Re: Attaching Email to an Opportunity

We have developed an add-on for ACT called Impact - Opportunity List Module 2011. It is one our of modules in our Impact Business Suite 2011 for ACT!

 

The opportunity modules provides new features such as!

- Improved interface and list management tools

- Generate and email PDF quotes and invoices


- New Word and email templates such as quotes and invoices

 

- Save multi-condition queries with column layouts

 

- Filter the list by product  name or product code

 

- Move the opportunity list to a second monitor

 

Learn more: 

http://www.durkincomputing.com/ACT-Addons-OpportunityListPlus.aspx

 

View screen Outlook shot:

http://www.durkincomputing.com/images/ScreenShots/DCIMOLP/Attach%20Email%20to%20Opportunity.png

 

Thanks for your time.

 

-- Jim Durkin