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Q1: Can we save e-mails to a client?
A1:
When you right click on the e-mail address of a record and click Send e-mail you are prompted if you want to save a copy. If an e-mail is received and you click on the item in Outlook (not Outlook Express) then click the Agency Expert button on the Outlook toolbar, it allows you to search for the record to which you wish to attach the incoming e-mail. This requires Outlook 2000 or higher.
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