Prevent the Contact History from posting to the Company History

[#1]

I need to have the ability to prevent the postings that I make on my contact pages from posting to my company pages. I am a recruiter and I often have conversations, or exchange emails,  that are "off the record" with people at the companies that I work for. I post those conversations (history) to their personal contact page. ACT instantly posts those same conversations and emails (history) to the company page. I often am in a position that I have to print a company history and share it with a colleague. There have been times when I have been asked to submit a copy of my company history  for a legal matter. I do not want my "off the record" conversations to be posted automatically. On the other hand, I do want conversations and emails (history) that I post on the Company page to post to each individual's contact page. ACT will post a conversation, but not an email. I am disappointed that Act 2010 does not have the ability to do this. I would think that there would be a large demand to customize this function.

[#2]

Carol,

You must have been thinking the same thing I was because after I posted my suggestion, I read your post and had a "Eureka" That's the answer for you.

My idea would be to narrowly define a field on the contact's layout and whenever a history is created from it, when something is typed into it,  it would go to a group/subgroup predefined based on the "Share With" option when the field is being defined.

Check it Out!

Pat

[#3]

I will check this out, Thank you!

Carol