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Default Contact Name for sending emails

New Member
Posts: 1
Country: Australia

Default Contact Name for sending emails

I am running Act Pro v19.2.146.0 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?

Silver Contributor
Posts: 1,794
Country: United_Kingdom

Re: Default Contact Name for sending emails

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.