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Attaching more than one document to a history entry

New Member
Posts: 3
Country: Australia

Attaching more than one document to a history entry

Our insurance agents, create several letters and send out product disclosure info, all in the one task.

 

we would like to bundle all the documents into the one history entry.

 

Is this possible?

 

Regards,


Don

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Attaching more than one document to a history entry

Unfortunately, it is not possible to attach more than one file to a single history entry. If you would like to see this functionality added to the program in an update or future release, please post your request on the Share Your Ideas board in this Community.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.

New Member
Posts: 3
Country: Australia

Re: Attaching more than one document to a history entry

thanks Greig,

 

ill do that.

 

cheers for the speedy reply.

 

Don