09-20-2012 08:37 AM
If one of my salespeople has a meeting with a customer, enters his notes after the meeting, and clears the activity, is there a simple way to e-mail the meeting information to multiple people within my company? In the olden days, this was known as sending a call report.
I know I can create and then e-mail a Notes/Histories report, but that's cumbersome. The ideal would be a button in the Clear Activity and Insert Note dialog boxes that allow me to instantly e-mail the information to whomever I please.
09-21-2012 07:07 AM
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.