07-01-2009 01:11 AM
07-02-2009 02:20 PM
Your suggestions for additional security for recording email history are interesting. I would suggest that you post them in the Community's Share Your Ideas Board for greater exposure. For now, it will be necessary for you to manually mark messages as Private or uncheck the option to record them history when the message is being composed. The privacy feature is there in the event that the database is open to all users.
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.
07-02-2009 09:25 PM
I believe it's not a software issue but a human one - Educating your users/clients on system awareness and what the software can do (be it the positive or the negative).
The one thing I've always told people about the integration is that everything has the potential to be logged in the system (key words in bold, you don't want them to think ACT! is big brother), so if there is sensitive information you only want yourself and the other party to see, don't risk putting it into the system.