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Importing / Attaching Emails Received into ACT! contacts / History in bulk

New Member
Posts: 10
Country: United Kingdom

Importing / Attaching Emails Received into ACT! contacts / History in bulk

HI Everyone,

 

I have amassed quite a few emails that I wish to keep for future reference dating back to before we had installed ACT.

 

Although current emails get saved into the respective contact's history, is it possible to bulk import / attach them retrospectively?

 

Happy to purchase an Add-on but not sure which one would work.

 

ps. is it possible to not only create history for sent items but also for received emails as well?

 

Thanks in advance!

Jason

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Importing / Attaching Emails Received into ACT! contacts / History in bulk

With which email client?

You can use Quick Attach to link in bulk from Outlook and use Outlook rules to attach received emails
New Member
Posts: 10
Country: United Kingdom

Re: Importing / Attaching Emails Received into ACT! contacts / History in bulk

Hello Mike,

 

Thanks for your reply.

 

I'm using Outlook.

 

Yes, that button to attach is brilliant.

 

I have over 10K worth of emails to go through so i was hoping for an automated solution if possible.

 

Any ideas?

 

Jason

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Importing / Attaching Emails Received into ACT! contacts / History in bulk

You can select multiple emails at a time ... but I would limit it to about 500 at a time

New Member
Posts: 10
Country: United Kingdom

Re: Importing / Attaching Emails Received into ACT! contacts / History in bulk

Hello Mike,

 

Thanks for the heads up.

 

As I won't be attaching all the emails to one contact, it's still a very manual process to be having to bulk attach groups of emails to each contact.

 

Is there a way to automate this do you think?

 

Kind regards,

Jason

Bronze Super Contributor
Posts: 1,537
Country: United_Kingdom

Re: Importing / Attaching Emails Received into ACT! contacts / History in bulk

Jason - The ACT!/Outlook Quick Attach button will automatically attach the emails to the relevant Contacts which have that email address in any email field.
HTH

David Shaw
Act! Certified Consultant since 2001
Office:    +44 (0)1483 714507
Mobile: +44 (0)7977 567 318
E-Mail:    dshaw@act4u.org 
New Member
Posts: 10
Country: United Kingdom

Re: Importing / Attaching Emails Received into ACT! contacts / History in bulk

Thanks David,

 

I am on an older version of ACT! 2008 (which means it doesn't seem to do multiple emails from different contacts) but am upgrading this weekend to the latest version so will try it out then.

 

Thanks again everyone Smiley Happy