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Linking inbound emails and reply emails to contacts/customers that are in ACT

New Member
Posts: 1
Country: United States

Linking inbound emails and reply emails to contacts/customers that are in ACT

I am wondering how do I link inbound emails and reply emails to the history tab in ACT for accounts that are already set up in ACT?
Moderator
Posts: 4,395
Country: USA

Re: Linking inbound emails and reply emails to contacts/customers that are in ACT

Jim,

 

What version of ACT! and email system are you using?  If you're using ACT! 2009 and Outlook, you can create an Outlook rule to automatically record history for inbound emails.

 

How To Use Outlook® Rules To Attach E-mails To Contact History In ACT! by Sage 2009 (11.0)