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Is it possible to attach E-mails to Notes instead of History?

Copper Contributor
Posts: 93
Country: Switzerland

Is it possible to attach E-mails to Notes instead of History?

I would like to attach new sent e-mails to the Notes field instead of the History tab. Is this possible?

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Is it possible to attach E-mails to Notes instead of History?

Hello albergante,
Unfortunately, it is not. Email attachments are processed as history items and cannot go directly to Notes.

Greig Hollister

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

Copper Super Contributor
Posts: 96
Country: New_Zealand

Re: Is it possible to attach E-mails to Notes instead of History?

[ Edited ]

Greg,

 

Is there a simple way for Emails to be attached to the History in Opportunities rather than clutter up the Contact Record History with emails specific to an Opportunity?

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Is it possible to attach E-mails to Notes instead of History?

No .. emails are sent to a Contact - and so are part of the Contact's History.

You can filter them out with the Types" pull-down