Attaching group or subgroup records to e-mail messages

ACT! Premium Web 2005 Server

Attaching group or subgroup records to e-mail messages

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

To attach a group or subgroup record to an e-mail message

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

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

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

  2. 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.

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

The selected group/subgroup appears in the Attach these Groups/Subgroups list. To remove a record, select it in the Attach these Groups/Subgroups 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.