Attaching contact records to e-mail messages

ACT! Premium Web 2005 Server

Attaching contact records to e-mail messages

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

To attach a contact record to an e-mail message

  1. From the New Message window, write an e-mail message, and then click the Attach Contact tool.

The Attach Contact(s) dialog box appears. Press F1 for field definitions.

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

If you select Selected Group or Selected Company, choose the group or company from the list.

  1. To narrow the selection for All Contacts, in the Type in/choose name box, type the first three letters of the contact's last name.

The name appears highlighted in the list below.

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

The selected contacts appear in the Attach These Contacts list. To remove a contact, select the contact in the Attach these contacts 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.