Attaching Outlook e-mail to ACT! contact records

ACT! Premium Web 2005 Server

Attaching Outlook e-mail messages to ACT! contact records

Once you have added an ACT! address book to Outlook, you can attach an Outlook e-mail message to an ACT! contact record.

To attach an Outlook e-mail message to an ACT! contact record

  1. In Outlook, open your Inbox, and then select the message you want to attach, or double-click a message to open.

  2. On the toolbar, click the Attach to ACT! Contact(s) button, and if you have added more than one ACT! address book to Outlook, you must select the database in which the contact is stored.

  3. In the Attach Contact(s) dialog box, in the Select contacts from section, choose one of the options.

  4. From the Contact list, select the contact or contacts, and click the Add button, and then click OK.

A link to the e-mail message appears on the contact's History tab and the message itself is saved to the database's supplemental file system.