Attaching company or division records to e-mail messages

ACT! Premium Web 2005 Server

Attaching company or division records to e-mail messages

If you are a Standard user or above, you can attach a company or division record to an outgoing e-mail message.

To attach a company or division record to an e-mail message

  1. From the New Message window, write a message, and then click the Attach Company tool.

The Attach Company dialog box appears. Press F1 for field definitions.

  1. In the Select companies from box, select an option.

  2. To narrow the selection, in the Type in/choose name box, type the first three letters of the company or division name.

The name appears highlighted in the list below.

  1. From the list on the bottom left, select one or more companies or divisions and then click Add, or to attach all records, click Add All.

The selected company/division appears in the Attach These Companies/Divisions list. To remove a record, select it in the Attach these Companies/Divisions list, and then click Remove.

  1. Click OK.

The attachment displays in the Attach list of the outgoing e-mail message.

  1. Complete other options for the message, and then click Send.