05-22-2013 01:47 PM
We are on ACT! 2011 and want to know if there is a way that will allow us to send emails to multiple email addresses from a single contact record in ACT? Creating a duplicate record to add an address is not an option as it makes more unnecessary addresses in ACT, and we need the entire client history under one contact.
I don't think there is a way without an add-in (and if so...any one that people would recommend?) but wanted to verify.
05-23-2013 06:08 AM
05-23-2013 06:50 AM
Thanks Greg. I'll clarify a bit -- I'm more a mouthpiece (and Systems type) than user - I help the users out at a company. I know enough to be dangerous, but....having said that, I know it's not a mail merge question, but the fact that all the addresses for a single contact are not included when sending email. I help out at a Financial Planning firm, and each individual conact record has all the history for their clients, but it may have multiple emails for a particular client (husband/wife, work/home, combo...). This would really be a great feature to have, especially for this type of client.
Thanks a bunch for the quick reply.