01-08-2013 04:35 AM
We generate the quotations in ACT!, and then create the quote via act into Word.
We don't want to send the quotation as an editable word document, and so use the option in word to 'send as' and send the quote as an attached PDF.
Granted we have to input the e-mail body and address manually, but we prefer this rather than saving 100's of PDF's and having to locate them and send an e-mail through act.
Trouble we have is, that using this method, ACT! doesn't seem recognise that we've sent the e-mail, and doesn't log it in the customers history, or update the last activities.
Does anyone have any idea's why? and if there's a solution?