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Email to Secondary Contacts

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New Member
Posts: 7
Country: USA
Accepted Solution

Email to Secondary Contacts

When I send email to the secondary contact ACT does not list this email history anywhere. I am using ACT 2009 Version 11.1.183.0.  Anyone know why or if there is a solution?

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

Re: Email to Secondary Contacts


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Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Email to Secondary Contacts

Unfortunately, not an option at this time.

 

If you add additional email fields to the Contact records and add the Secondary Contact email addresses to the additional fields, history will be created with the main contacts

 

You might post a request for this feature to be considered for a future version here -

http://community.act.com/t5/SHARE-YOUR-IDEAS/idb-p/ideas

New Member
Posts: 7
Country: USA

Re: Email to Secondary Contacts

Thanks for the very quick reply.  I'll try your work around and see if that helps.  Thanks again!
New Member
Posts: 7
Country: USA

Re: Email to Secondary Contacts

Not sure how to do this. I went to the help menu and it describes how to add fields but I'm not sure how this applies to adding another email field. Can you guide me through this, please?
Solution
Accepted by topic author StevenP
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Email to Secondary Contacts

New Member
Posts: 7
Country: USA

Re: Email to Secondary Contacts

Ah ha, it's working as advertised!  Thanks again for your help.

Steve

Copper Contributor
Posts: 8
Country: United States

Re: Email to Secondary Contacts

What happened to the secondary email fields that were available by dropdown selector in ACT 6.0? Were they converted from 6.0? If so, where do you access them?
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Email to Secondary Contacts

Depending on how you did the conversion, the are most likely created as Email 2, Email 3, etc.

 

You'll need to manually add them to the Layout

Copper Contributor
Posts: 8
Country: United States

Re: Email to Secondary Contacts

Thanks, Mike.

 

Did a lookup and the fields are there. I created a new Layout with those fields but can't for the life of me discover the Layout selector to change layouts.

It was right at the bottom of the ACT 6.0 layout. What am I missing?

Copper Contributor
Posts: 8
Country: United States

Re: Email to Secondary Contacts

Boy, I found it! Really not obvious!

 

You have to go into Customize Menus and Toolbars to turn on the View Toolbar.

That took care of the problem.

 

Thanks in advance!