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Managing email history in ACT

New Member
Posts: 1
Country: USA

Managing email history in ACT

I have set up ACT so that when I write an email in Outlook the email is recorded in my ACT history for that contact.  Currently, all emails that are sent to a specific client get recorded in the history.

Is there a way to control which emails get posted to the history in ACT as apposed to all emails?

Preferrably, I would like the emails not to record in the History and then be able to Quick Attach any emails that I want to go to the history.

The other option I thought of is to disable the automatic History and then copy and paste emails into ACT as I see necessary.

Platinum Elite Contributor
Posts: 14,387
Country: Australia

Re: Managing email history in ACT

You can set the default action in Tools | Preferences | Email and then change it with each email or use Quick Attach after sending