02-24-2010 12:12 PM
02-24-2010 12:20 PM
The email attach function applies to all contacts that have a valid email address in the database. If you would like to exclude this function from certain contacts or select email messages, there are two methods you can try:
- When you send an email, there will be a dropdown on the toolbar of the message screen that allows you to manually select the history recording option for that particular message. When sending an internal email, you select the "Do not record history" option before sending.
- If you remove the email addresses from your internal users contact records, then emails will not attach to their records. This of course means you will manually have to type their email addresses when send them messages through ACT!.
Greig Hollister
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.
02-24-2010 12:40 PM
Thanks -
Re: Option 1 - I would prefer to not have to remember to do that as we send numerous emails to each other throughout the day.
Re: Option 2 - I thought about that and tested it, but then I get an error message at the bottom of the screen in the Attach to ACT Contacts Progress screen saying ACT couldn't attach. If we do this, we would then have to remove all those that couldn't attach.
I was hoping there was someway of excluding certain contacts (like you can with "my record") from attaching, maybe through an ACT Add-on?
02-24-2010 12:55 PM - edited 02-24-2010 12:58 PM
Greig Hollister
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.