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Email attachments

New Member
Posts: 12
Country: USA

Email attachments

Can an email attachment be attached to the ACT history automatically or do I have to manually attach the attachment?

I have ACT 2009 and Outlook 2007.

thanks

 

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Email attachments

You can have the emails record to history and include the attachments.  Within the settings for recording email history, there is an option to record 'E-mail Subject, Message and all Attachments'; here is an article with instructions: KB Article 22983

(screens 5 and 6)

Greg Martin
Sage