Attaching e-mail messages to group records
You can attach an e-mail message to a group record so that you have a history of message. This will make a copy of the message; it does not move the message from e-mail.
To attach a message to a group record
From the ACT! E-mail window, select the message.
From the Actions menu, point to Attach, and then click Attach To Group.
The Attach E-mail to Groups(s) dialog box appears. Press F1 for field definitions.
In the Select groups from box, select an option.
To narrow the selection, in the Type in/choose name box, type the first three letters of the group or subgroup name.
The name appears highlighted in the list below.
From the list on the bottom left, select one or more groups or subgroups and then click Add, or to attach the message to all records, click Add All.
The selected group/subgroup appears in the Attach these Groups/Subgroups list. To remove a group, select it in the Attach these Groups/Subgroups list, and then click Remove.
Click OK.
The details of the e-mail message display on the History tab(s) for the selected group(s).