08-29-2014 10:10 AM - edited 08-29-2014 10:10 AM
I was wondering if there was a way, that when I attach an email from outlook, that it saves the body of the email to the 'details' section of history rather than creating a tmpxxx folder. I need to be able to run the notes/history report and it show the body of the message rather than just the subject. Currently, I am attaching the email to the client, going into history and clicking the tmp folder, copying and pasting the body, going back into the area where the tmp link is, and pasting into the text area under 'details'.
08-29-2014 11:32 AM
In the preferences in ACT! (email setup wizard) select "Subject and Body".
08-29-2014 01:46 PM
If you want to be a little more selective in what you attach to ACT, you might want to look at eMailConnectPro. I've been using it for several years and found it to reduce the amount of time I spend managing information giving me more time to call and/or meet with customers AND earn more money.