03-08-2011 01:06 PM
Hello, we're running, AVT! Premium 2011 version 220.127.116.11 hot fix 2. I've turned on ACT to OUTLOOK syncing. I'd set it up only to sync messages, no contacts, no calender syncing.
I problem I see, when sales rep's send email to each other, ACT is grabbing the email and add it as history tab for that sales rep.
Is there a way to turn that off? or set it up differently?
They appears to send many emails a daily dicussing different topics. All of the information is getting attached to their contact record.
03-08-2011 02:15 PM
During the email setup for each user on about the 6 page there is an option at the bottom of the page "Exclude my record from history" should solve the problem for you
03-09-2011 08:19 AM
Ok, I did that, it's still not working corectly.
Let me state my problem again.
I have 6+ sales rep. They email each other all day long. Since I have outlook & act sync turned on, all of those emails are sync to the accounts rep history tab.
Should I change the email in the account reps my record? To be somelike like this: firstname.lastname@example.org ??
Then the histroy won't be matched and sync'd?