Attaching e-mail messages to company records
You can attach an e-mail message to a company 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 company record
From the ACT! E-mail window, select the message.
From the Actions menu, point to Attach, and then click Attach To Company.
The Attach E-mail to Companies dialog box appears. Press F1 for field definitions.
In the Select companies from box, select an option.
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.
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.
Click OK.
The details of the e-mail message display on the History tab(s) for the selected company(ies).