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Creating History for emails sent via mail merge

New Member
Posts: 48
Country: United States

Creating History for emails sent via mail merge

Running Act! Pro Version 19.2.146.0, 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

Bronze Elite Contributor
Posts: 1,519
Country: United_Kingdom

Re: Creating History for emails sent via mail merge

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?

New Member
Posts: 48
Country: United States

Re: Creating History for emails sent via mail merge

Thanks.

 

Does anyone know how to solve my issue?

Administrator
Posts: 1,372
Country: United_Kingdom

Re: Creating History for emails sent via mail merge

Hi equest,

 

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".

 

Act!_2017-12-18_09-31-36.png

 

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.

 

Act!_2017-12-18_09-36-52.png

 

 

 

New Member
Posts: 48
Country: United States

Re: Creating History for emails sent via mail merge

thx. this worked