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Automatically add sent e-mail contents as notes

New Member
Posts: 1
Country: United States

Automatically add sent e-mail contents as notes

Hello,

 

I'd like to be able to automatically add the contents of e-mails sent from Outlook to Act as notes for each contact so that I can easily browse through correspondence. Is there any way to do this?

 

Thank you,

Adam

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Automatically add sent e-mail contents as notes

Emails sent to ACT! contacts using Outlook as your email system can be automatically to a contacts History, but not to their Notes.  You can have it record in their history by adding your ACT! database as an address book in Outlook.  Please see the following Knowledgebase article for instructions:

 

Outlook 2003

How to Add My ACT! Address Book to Microsoft® Outlook® 2003, Outlook 2002 (XP) or Outlook 2000

 

Outlook 2007

How To Add My ACT! By Sage Address Book To Microsoft® Outlook® 2007

Greig Hollister

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