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Email history for a contact with NO email address

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New Member
Posts: 7
Country: United States
Accepted Solution

Email history for a contact with NO email address

I need to be able to save email history to a contact that has no email address.  Basically, I have groups of people some have email some do not.  I need to save my email conversations to some or all of the contacts… Can this be done?  Thanks for the help and Merry Christmas all


Accepted Solutions
Solution
Accepted by topic author Hirschrep
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Email history for a contact with NO email address

I would have used Groups for the properties, not contacts.

 

Then, you can associate the email history to a contact with the Group

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Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Email history for a contact with NO email address

New Member
Posts: 7
Country: United States

Re: Email history for a contact with NO email address

Version is 10 Premiium for Real Estate.

I am actually creating a contact for every property I have over (100 foreclosure homes). I Group each property individually.  I need to be able to capture the email history separately for reach property when it pertains to that property. Any ideas?

 

Solution
Accepted by topic author Hirschrep
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Email history for a contact with NO email address

I would have used Groups for the properties, not contacts.

 

Then, you can associate the email history to a contact with the Group

New Member
Posts: 7
Country: United States

Re: Email history for a contact with NO email address

Ohhh Yeah! That works!

 

Ohh wait... No it does not work!!!  Okay, here is teh situation. I have many homes. and I am a contact for all of them... It appears when I send an email via ACT! it will write that history to every property group. not a desirable thing!!! 

 

What do you think?  If I want to send an email to a contact for 123 E. 4st I want that history saved in the 123 E. 4st group ONLY.