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Automatically Attaching Email Sent To Record

New Member
Posts: 9
Country: United States

Automatically Attaching Email Sent To Record

We are wanting to send emails through Act! using Outlook, but want there to not just be a record in history that the email was sent but rather the entire content of the email. I'm sure there has to be a way to do this. Anyone have any ideas how?

 

Vern

Nickel Elite Contributor
Posts: 508
Country: USA

Re: Automatically Attaching Email Sent To Record

Vern -

 

It's in the setup when you configure the Outlook integration.  As you go through the steps, look for a drop-down box that lets you choose subject/email & subject/attachments, and so on.  You'll know it when you see it...

Richard Brust
ACT! Certified Consultant
richard@rbrDataSolutions.com