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How do I get incoming emails to my contact history

New Member
Posts: 1
Country: Canada

How do I get incoming emails to my contact history

 
Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: How do I get incoming emails to my contact history

[ Edited ]

The functionality to do this automatically is only available in ACT! 2009 (11.x) and only if you are using ACT! with Outlook. It is done using Outlook Rules.  Please see the following Knowledgebase article for instructions:

How To Use Outlook® Rules To Attach E-mails To Contact History In ACT! by Sage 2009 (11.0)

 

If you are using ACT! version 2005-2008 or are not using Outlook, then you would manually attach the emails in your Inbox to the contact history by click the Attach to ACT! icon on your Outlook or ACT! Email toolbar.

Message Edited by ghollister on 05-12-2009 03:31 PM

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.