11-21-2012 11:06 AM
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
11-26-2012 10:18 AM
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.