11-30-2016 06:37 AM
I use Microsoft Word's mail merge instead of ACT to take advantage of Word's features.
The contact list is created in ACT and then exported to Excel.
I then use the list created in act to create a short history about what was sent (instead of attaching the whole eMail).
In this case the number of records is 1,200.
In creating the history, it is taking a very long time - so far over 20 minutes for the system to write the history to the contact records.
What I did was:
Is there a better way to do this?
12-01-2016 09:30 AM
11-30-2016 07:07 AM
I"m not sure it it's faster, but I think simpler.
Do your lookup first
go to contact list.
CTRL+H or Click on REcord History
11-30-2016 07:34 AM
Thanks for the tip to enter a history record without being on the history tab.
11-30-2016 07:37 AM
11-30-2016 08:15 AM
Handling graphics especially when being sent to other than Outlook recipients.
Besides, Word can work on sending out a long list while I continue to work with ACT. After sorting by eMail address for more random eMail deliveries, I typically send only 40 - 50 at a time to avoid SPAM identification.
I don't see how Jon's suggestion would be more efficient, if efficient translates to faster. I do see how it is easier to bring up the dialogue box.
Or am I missing something?
11-30-2016 08:45 AM
12-01-2016 09:30 AM
12-01-2016 09:57 AM
If your note regarding the sent email is less than 254 Chars long I would suggest creating a new field called sent emails (254 chars) and make sure it is also ticked create history. Now you can use Edit Replace to update the lookup in the new field and it will also add to the history along with any single emails or closed activity so you can see all communication in one place and also view the last email sent from the new field. I think you will find updating the records much quicker using this option so worth a try.
12-01-2016 10:19 AM - edited 12-01-2016 10:26 AM
An excellent recommendation and I see no reason why Last Results couldn't be used for the same thing.