07-10-2008 11:02 AM
I am a new user to ACT! and am having quite a bit of trouble getting it to do what I want it to.
My main problerm is that I can't seem to get it to track or record actions that I perform using this program - i.e., I would like to have it record in a contact's profile when I email them, or make a phone call. Yet it will not record anything! I need these records so that I do not end up contacting the same person multiple times regarding the same issue.
What am I missing? Is there a hidden step? Anyone who knows, please help!
07-17-2008 10:17 AM
Which version of ACT! are you using (Help | About ACT!)?
All of your examples are able to record history. Sent e-mail history gets created when sending an e-mail from within ACT! or ACT! address book.
Phone calls get recorded if you scheduled a call within ACT! and cleared the activity upon completing.