Attaching e-mail messaged to contact records

ACT! Premium Web 2005 Server

Attaching e-mail messages to contact records

You can attach an e-mail message to a contact record so that you have a history of the message. This will make a copy of the message; it does not move the message from e-mail.

To attach a message to a contact record

  1. From the ACT! E-mail window, select the message.

  2. From the Actions menu, point to Attach, and then click Attach To Contact.

The Attach E-mail to 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 the message to 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 details of the e-mail message display on the History tab(s) for the selected contact(s).