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when sending an email, prompt for activity followup

Status: Available in ACT! 2011
by Jean0 on ‎08-24-2010 06:56 PM

when sending an email, prompt for activity followup

Status: Available in ACT! 2011
Hello Jean0, This can actually be done in ACT! 2011 using the new Smart Tasks feature. You can create a task that sends an email then creates an activity. Also in the current versions, if you are sending the email from ACT! via Outlook, just click the Create ACT! Activity icon on the message toolbar to bring up a new ACT! activity screen. The subject line of the email will populate the Regarding field of the activity and the body will populate under the Details tab.
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by
on ‎08-25-2010 07:44 AM
Status changed to: Available in ACT! 2011
Hello Jean0, This can actually be done in ACT! 2011 using the new Smart Tasks feature. You can create a task that sends an email then creates an activity. Also in the current versions, if you are sending the email from ACT! via Outlook, just click the Create ACT! Activity icon on the message toolbar to bring up a new ACT! activity screen. The subject line of the email will populate the Regarding field of the activity and the body will populate under the Details tab.
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