10-27-2009 08:34 AM
When I write a letter to a contact in ACT using the "Write Letter to Contact" feature, ACT does not note that I wrote a letter to the contact, and it does not automatically link the letter back to the contact. Is there any way of doing this automatically, or do I always have to go back in and manually link these? Thanks!
10-28-2009 06:40 AM
10-29-2009 02:28 PM
Part of the integration with Word is that when write a letter using a template, then print the document, a dialog box will appear asking if you would like to record the document in history. Is the dialog box not appearing when you print?
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.
10-29-2009 02:33 PM
10-30-2009 06:52 AM