When I send an email by clicking the Write button and selecting an email template, why is the Word document saved and not the email that is created?
Bluebase can automatically save Word documents and attach them to activities, so to use Word to write emails adds this auto-save functionality to any emails that are sent. Also, Word a much better text editor to write emails in than the Outlook text editor, as Word contains your macros, custom dictionary, autotext entries and much more. ^Back to Top FAQ 15 When creating an activity, why am I asked for an Activity Type, a Subject and a Project? The Activity Type is a pretty much a fixed list and should contain items such as Letter Out, Telephone and Visit. The Subject, although a drop down list, can be typed into. This is the field that you will more than likely use to find the activity at a later date, so keep it brief but informative. Examples could be Welcome Letter Sent, or Hardware Support Call. If you can pick a subject from the drop down list it is recommended to do so. Any new subject entered will appear in the drop down list next time. The Project field allows any activity to b
