ACT! 2005 Tutorial

Attaching an E-mail to a Contact

Whenever you receive an e-mail related to a particular contact or opportunity, you can drag and drop the e-mail to the contact record. This adds the e-mail to the History tab, where you can access it when working with that contact’s information.

To attach an e-mail to a contact:

1. Find and display the contact record.
2. In the ACT! E-mail window, click the message, hold down the mouse button, and drag the message to the Contact Detail window.
3. If the contact doesn’t exist in the database, the following dialog appears:

1. Select whether you want to create a new contact record for the sender or attach the message to the current contact record.
2. Click OK.
3. If you created a new contact record, Act! opens the Contact Detail window for the new contact. Note that you must drag and drop the message again to attach it to the record.
4. The message appears on the History tab of the contact record. To view the message, double-click it and, in the Edit History dialog, click the link in the Attachment field.