06-17-2015 07:58 AM
Is there a quick way to move an attachment directly from an Outlook eMail to a contact's or company's document tab?
06-19-2015 11:30 AM - edited 06-19-2015 11:40 AM
The only way I see would be:
1. click the add-in tab in outlook while viewing the message.
2. click "attach to ACT! Contact"
3. type the name/contact from the list and attach.
This creates a history item including the email and attachment.
The only other way would be to drag the attachment out of outlook to the desktop and then, with the act document tab open for the contact, drag the file into act. It will not drag directly from outlook. This would work well with both programs open and the 2 windows not overlapping with the desktop showing.