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Emails not posting to history for both contacts in one company?

AMK
New Member
Posts: 1
Country: USA

Emails not posting to history for both contacts in one company?

Hello,

I'm new to SageAct! (purchased ACT!Pro 2013) and trying to set up my contacts correctly so that the email histories post.   I sent an email to two people, both contacts for the same company.   One contact got the email history; one did not.  The only difference I see in the contacts is that the one that did not get the history, has the same phone number as I have listed in the company record.  The company record got the email history.   Any clue?   Can a company record and a contact record have the same phone number?   Thanks for your help.

Bronze Contributor
Posts: 955
Country: Australia

Re: Emails not posting to history for both contacts in one company?

Did both contacts have the same email address in the contacts section as this is what the email interface looks for to attach the email.

Paul Buchtmann
pbuchtmann@ozemail.com.au Australia
Australia's First ACT Consultant (1989)

FREE Record History to change default to Call or To-Do for ACT! 2010-2012 versions. Custom versions also available.
Copper Contributor
Posts: 39
Country: USA

when you say the 'contacts section' which of the 2 email...

when you say the 'contacts section' which of the 2 email fields does it try to match to ? main and/or personal email.