12-14-2017 10:29 AM
Running Act! Pro Version 22.214.171.124, Update 4 on Windows 10 with Outlook 2016
I would like to create a history of emails sent via mail merge only.
I do not want to create histories of any other emails sent out of Act or Outlook.
I used to be able to configure previous versions of ACT to do this, but I've been unsuccessful in the latest version
12-15-2017 09:25 AM
I was not aware this was ever an option but the a possibility came to mind.
If the email setup wizard had a None as an option at step 6 of 8 that would have allowed you to link ACT and Outlook but only have history created when you selected the create history option at the end of the email merge wizard . Was this an option in earlier releases of ACT?
12-18-2017 01:37 AM
If you run through the email system setup wizard (Tools > Preferences > Email & Outlook Sync > Email System Setup...)
On page 5 (just click next a few times), you can set the integration to not create histories automatically by setting the history type as "None".
This means that when you're sending emails normally though Act and Outlook, no history will be created. However, when you perform a mail merge, you'll still be given the option of history you want to record, so you're still able to create histories this way.