09-10-2008 03:52 PM
I think I've figured out everything I need to operate ACT! and Outlook with Outlook as the mail client, except for one thing. When I send emails to ACT! contacts from Outlook, the sent email is recorded as an ACT! Contact history record as desired. But when that contact replies to me, I can't find any setting to automatically create an ACT! history record for that reply. Nor can I find any documentation saying that this isn't possible. It's a pain to go through a bunch of mouse clicks to manually attach the email reply to the ACT! contact. Is there an undocumented setting to automate, or a shortcut to speed this task?
I'm afraid Outlook just doesn't have the smarts to recognize the "incoming" as belonging to an ACT! contact.
Any ideas?
09-10-2008 04:30 PM
With ACT! 2009, you can create Outlook rules to do this as per this ACT! Knowledge Base article - http://tinyurl.com/5km8y9
Not in previous versions.
09-10-2008 06:36 PM
Thank you, Mike. I guess I am a year late and a dollar short - I'm using ACT! 2008. Thanks for keeping me from spinning my wheels on this.
--Tom
09-10-2008 06:44 PM
09-12-2008 10:20 AM
This was helpful for inbound emails, we don't want to collect employee to employee data..
Is there a way to do this with outbound email so it will NOT auto-post to the history?
09-12-2008 08:49 PM
When you set the defaults for History remember it is by user. In many cases the execs in a company and those who do not deal with customers and vendors a lot will have it set to NOT save history. If they happen to send something they wanted attached but forgot they can always attach it after the fact. I think ACT has it covered as perfectly as possible without introducing mindreading.
There is also the ability to make the history private!
Bob Kennedy
09-13-2008 06:17 AM
@coretechllc wrote:This was helpful for inbound emails, we don't want to collect employee to employee data..
Is there a way to do this with outbound email so it will NOT auto-post to the history?
Yes... in ACT! 2009, it's just a question of defining the rules better.
Another option is to simply remove the email addresses from the My Records in ACT! - then it can't attach history to those records.