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letter from template not recording in history, ACT V17

gdp
New Member
Posts: 32
Country: USA

letter from template not recording in history, ACT V17

When I am in a contact record and write a letter from a template, it does not get recorded in the history tab.  I have to go and manually attach it from a save file.  There must be a setting somewhere to have it attach automatically.  Can someone help me?  Thanks in advance for the help.

Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: letter from template not recording in history, ACT V17

Most likely the ACT! macros are disabled in Word. You usually get to them through the options in Word. If disabled, enable them.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129