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Record Last E-mail

Copper Contributor
Posts: 39
Country: USA

Record Last E-mail

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?

 

Perry Grosser

Panda Technology Group, Inc.

White Plains, NY

914-582-0742

Silver Elite Contributor
Posts: 3,311
Country: United_Kingdom

Re: Record Last E-mail

[ Edited ]

Perry

 

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.

 

LastEmail.jpg

Jeff Granger
UK ACT! Specialist and Trainer

ACT Training Throughout The UK
www. bigbluemarketing.co.uk