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by
on ‎11-29-2009 07:31 AM

For Activity, same number of clicks - click on email, then on icon at top

Only with ACT! 2009 and 2010

 

Regards,
Mike Lazarus
ACT! Evangelist
GL Computing, Australia

Join the LinkedIN ACT! Fanatics Group - http://www.linkedin.com/groups?gid=49896

by cjs
on ‎12-14-2009 10:45 AM
When I try to schedule an activity from an email message... after I select the contact to schedule with and click OK,  a screen pops up telling me
"You must select at least one contact to schedule an activity"   if I click OK, the warning box closes and goes back to the schedule screen.  I have a contact listed, but it doesn't appear to recognize it.
by
on ‎10-18-2010 08:15 AM

You can now create an opportunity from an Outlook email with our updated plugin for Outlook which can be found at  FreeActAddons  What will it do:-

 

* Attach an E-mail message to an existing ACT opportunity,  search by
the opportunity name or select from a list of Open opportunities which
is the default. Alternatively select from a list of All opportunities
* Ability to create an ACT! opportunity from an Outlook E-mail
message. When creating an opportunity it is also possible to associate
it with an existing contact record or create a new contact record
directly from the E-mail message.

 

Note: It is important to read the Read Me file before installing and
include the additional step to support Outlook 2003 or 2007.

 

Enjoy...:-)

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