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E-mailing A Cleared Activity

New Member
Posts: 12
Country: USA

E-mailing A Cleared Activity

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.

 

Thanks.

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: E-mailing A Cleared Activity

Hello nfarrah,
Currently there is not way to do this. Please post this as a feature request by clicking Share Ideas from the menu near the top of this page.

Greig Hollister

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