06-06-2013 09:38 AM
We have a client that sues last touch very often. They know when the last letter was sent as the last contact field is updated automatically, as is other touches. But the last e-mail he sent a client is not recorded in a field anywhere. I know that history is created, but the client wants to create a report from fields and we are at a loss as to how we can update a field automatically that records the last e-mails sent.
There might ba an addon, but we are looking for it within ACT. But is there an addon that does this?
Panda Technology Group, Inc.
White Plains, NY
06-06-2013 11:40 AM - edited 06-06-2013 11:42 AM
There is a Last Email (sent) field as standard in ACT! If you can't see it perhaps the screen layout has been modified.
Is this what you mean? It should update automatically if it's working properly. You can do Lookups on this field.