07-08-2012 05:37 PM
No, you don't. You can just make the ACT! database an address book in Outlook this ACT! Knowledge Base article -
07-08-2012 10:29 PM
Mike if I may ask one more question... In histories for contacts, I can only see emails that I have sent to contacts, and none that I have received from contacts. Are we supposed to see a history of emails that we received from contacts?
07-08-2012 10:46 PM
07-09-2012 01:03 AM
I think I found it:
|You cannot attach an e-mail message as a file if the Administrator has set the preference to restrict attaching files. You can only record a history of the e-mail message. For more information, see your Sage ACT! Administrator.|
The rule appears in your Rules and Alerts list. You may add other conditions and actions as needed; click the scenario link below for examples.
07-09-2012 02:08 AM