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Default To Not Saving Emails in History? Act v18 Premium Web

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Copper Contributor
Posts: 318
Country: Canada
Accepted Solution

Default To Not Saving Emails in History? Act v18 Premium Web

Is it possible to set things so that emails aren't automatically saved to the contact record's history but rather only when manually selected using the Add-Ins tab in Outlook and choosing that you want to store that email in the contact record's history?

 

I don't see that option in the settings for Act v18 Premium Web anywhere?

 

Thanks


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Solution
Accepted by topic author JagStyles
‎02-04-2016 07:52 AM
Administrator
Posts: 4,024
Country: United_Kingdom

Re: Default To Not Saving Emails in History? Act v18 Premium Web

[ Edited ]

Hi Jag,

 

The options for this are actually in the Outlook addin settings.

 

Select File>Options>Add-Ins in Outlook

 

WINWORD_2016-02-03_13-18-16.png

 

Select History options and choose desired default history and attach options.

 

WINWORD_2016-02-03_13-18-08.png

 

View solution in original post


All Replies
Solution
Accepted by topic author JagStyles
‎02-04-2016 07:52 AM
Administrator
Posts: 4,024
Country: United_Kingdom

Re: Default To Not Saving Emails in History? Act v18 Premium Web

[ Edited ]

Hi Jag,

 

The options for this are actually in the Outlook addin settings.

 

Select File>Options>Add-Ins in Outlook

 

WINWORD_2016-02-03_13-18-16.png

 

Select History options and choose desired default history and attach options.

 

WINWORD_2016-02-03_13-18-08.png

 

Copper Contributor
Posts: 318
Country: Canada

Re: Default To Not Saving Emails in History? Act v18 Premium Web

Thanks Gary, you've been a great resource here on the forums, appreciate you offering up these solutions.
Administrator
Posts: 4,024
Country: United_Kingdom

Re: Default To Not Saving Emails in History? Act v18 Premium Web

No problem. Thanks for keeping me on my toes!