Feb 20 2006
Q: Is there a way I can get ACT! to record an entire email under the History section of a specific Contact?

A: Yes.  You probably realize that ACT! records the subject and time/date stamp for all outbound emails sent to your Contacts when you create the email starting from their contact record.  You may find times when you need to record an email in its entirety sent to you.

Here’s how you do it in ACT! 5.0 and newer:

In your ACT! Email:

1. Go to your Inbox (this will also work with when you are in ANY email folder)

2. Find the email you want to attach to the contact

3. Right click on that email

4. Select ‘Attach to Contact…’

5. Select the contact(s) to whom you want to attach the email

6. Click OK

That’s it!

The email is saved in its entirety under that Contact’s Notes/History or History section.  You can attach an email to one or several Contacts at once.  After a while, you may find that you won’t need to create so many folders in your Inbox!