ACT! Tip

   
 
 
Attaching a File to Multiple Contacts
 

You probably already know that you can attach any file to any contact.  However, were you aware you can attach the same file to multiple contacts at one time? 
 

 
  How to Attach a File to Multiple Contacts
1. Goto the Lookup menu and lookup the contacts you want to attach the file to.

2. Once your lookup of contacts appear, click View | Contact List icon.




3. This will bring up the lookup in a list format.  Make certain you are in Tag Mode.

4. Select the Tag All button to tag all the contacts in the lookup.  This will put a + sign next to all the contacts.

5. Click the Contact menu, and select Attach File.  Choose the file you would like to attach, and it will attach to all the contacts in the lookup.

 

As always, if you should have any questions regarding this Tip, or anything else involving ACT!, please call the ACT! Specialists of
CRM Coaching at 440-944-ACT1.

   

If this message was sent to you in error, or if you would like to unsubscribe please click here Michael Kadlub
CRM Coaching
mkadlub@crmcoaching.com
www.crmcoaching.com
866-944-ACT1