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Issues with using a second database

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Copper Contributor
Posts: 6
Country: Canada
Accepted Solution

Issues with using a second database

We have set up a second database.  When we try and send emails with the second database, it won't add to history in the new database, it adds to the history on our original first database.  Is there a way to correct this?

 

Also, when we link an email to contacts (in either database) it shows the name and then company.  Is there a way to change this option to show the name and building instead?  We are a building oriented company and that would work much better for us if this can be changed.


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Solution
Accepted by topic author tparis
‎07-20-2018 05:34 AM
Employee
Posts: 13
Country: United_Kingdom

Re: Issues with using a second database

[ Edited ]

Unfortunately there's no way to stop history recording against any given database if the email address for that person exists on a contact record.

You'll also need to add a new address book for the database you've created if you haven't already before you're able to record history. The below article details how to do this in step 5:
http://kb.act.com/app/answers/detail/a_id/26832/kw/configure%20outlook

It's also worth noting that history will only record automatically for the database you have selected as default in the 'add address book' screen.

 

If you're using the 'attach to act contact', you're not able to amend the columns shown unfortunately.

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Solution
Accepted by topic author tparis
‎07-20-2018 05:34 AM
Employee
Posts: 13
Country: United_Kingdom

Re: Issues with using a second database

[ Edited ]

Unfortunately there's no way to stop history recording against any given database if the email address for that person exists on a contact record.

You'll also need to add a new address book for the database you've created if you haven't already before you're able to record history. The below article details how to do this in step 5:
http://kb.act.com/app/answers/detail/a_id/26832/kw/configure%20outlook

It's also worth noting that history will only record automatically for the database you have selected as default in the 'add address book' screen.

 

If you're using the 'attach to act contact', you're not able to amend the columns shown unfortunately.

Copper Contributor
Posts: 6
Country: Canada

Re: Issues with using a second database

Thank you for your help.

 

Yes, I was hoping to amend the columns shown when linking an email to contacts.

 

I set up the email in our new database, but it was still saving in the original database history, not the new one.  I think we are going to have to set up a

new outlook email profile that is different from our original profile to fix this issue.

Employee
Posts: 13
Country: United_Kingdom

Re: Issues with using a second database

If you're using the 'attach to act contacts option, you'll need to make sure that you've selected the correct database at the top of the window.

 

You should be able to see a drop down menu like in this screenshot:

image.png