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Saving Emails In Act V16 from Outlook 2013

New Member
Posts: 2
Country: USA

Saving Emails In Act V16 from Outlook 2013

[ Edited ]

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'.  

Copper Super Contributor
Posts: 49
Country: USA

Re: Saving Emails In Act V16 from Outlook 2013

In the preferences in ACT! (email setup wizard) select "Subject and Body".

Phillip R. Horn
ACTive Certified Consultants of Virginia, LLC
888-975-3111
www.accofva.com
Bronze Contributor
Posts: 1,393
Country: USA

Re: Saving Emails In Act V16 from Outlook 2013

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.

John Purdy
ACT! Premium 2016 (V. 18)
Main: HP 9470M 8GB, Win 10 Pro, & Exchange 2013 & Office 365, 32bit
Remote: Dell XPS Ultrabook with 4GB & Win 10 Pro, Office 365 32bit & Exchange 2013