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by jpenney
on ‎06-21-2012 01:50 AM

It would also be great if we could Drag & Drop or attach from the Email Client  directly to the Opportunities Tabs .

 

Opportunities Tabs are still living in an Orphanage unable to be accessed or fields combined with other elements of ACT!   It really needs to be fully integrated into the package.

by paulonish
on ‎07-09-2012 07:29 AM

J Penny,

Better Idea ... have ALL emails sent to you from each individual go into an "Email" tab in the "Contact record Tab"  That way you can keep all your email communications separate from the calls meeting and todos'.

Paul

by Copper Elite Contributor
on ‎08-15-2012 08:31 AM

@paulonish - ACT 2012 allows you to filter by History type on the History tab so you can separate the calls, meetings, todos an emails.  This was a great improvement and I use it often when I'm looking for a specific history type.

by taradavis
on ‎02-25-2013 09:37 AM

The drag and drop feature from Outlook to ACT would be a fantastic addition and extremely helpful.  Hopefully, it is available soon.  We had this with Sage SLX and it was very nice.

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