10-29-2018 12:38 AM
I am running Act Pro v188.8.131.52 Update 4 on Windows 10 Pro and Outlook Pro 2016.
Am I able to set up Act so that when I click on a contact's email address or hit the "send email" shortcut key, the contact's first name is already populated in the email being sent via Outlook 2016?
I understand how to do this when emailing templates and mail merges, but I would like to know if I can do this for all emails sent using Act via the integration with Outlook Pro 2016.
Also, can I set up an auto populate for the subject title?
10-31-2018 03:29 AM
ACT uses a template that you will find from Write - Edit Template called EmailBody
You can edit this to contain the fields you want to pull from the ACT record.