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Saving Emails to Contact History

Copper Contributor
Posts: 58
Country: USA

Saving Emails to Contact History

Using ACT! Pro 2012 and Hosted Outlook Exchange 2010 and setup e-mail in ACT! using Outlook, not ACT! as my e-mail editor.

Trying to get the email history for each contact and not really sure how it works. During setup I selected the recommended e-mail settings. I click on a contact, click e-mail and their address populates in a new Outlook message window. After I send it, there is no history shown in ACT for that contact. Do I need to set up ACT as my e-mail editor instead of Outlook to get histories. Should it save both sent and received mail to contacts? Thanks

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Saving Emails to Contact History

Hello Jered,
No, it is actually recommended that you use Outlook as your email editor. For the issue with emails not recording in history, please refer to this Knowledgebase article:
http://kb.Sagesoftwareonline.com/cgi-bin/Sagesoftwareonline.cfg/php/enduser/std_adp.php?p_faqid=1994...

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.

Copper Contributor
Posts: 58
Country: USA

Re: Saving Emails to Contact History

Greg, Thank you for your help on this issue.