07-02-2010 01:17 PM
Outlook seems to be trying to attach every email to ACT. There is no ACT tab under Tools+Options in Outlook 2007 to set the history option. The toolbars show up fine and the address book is accessible.
The emails sometimes appear multiple times in ACT.
How can I set it up so that the user can choose which incoming or outgoing email attaches to ACT?
I have to remove user's email addresses to keep personal emails from being stored in ACT.
07-05-2010 09:28 PM
There are two parts to emails being attached. One is the setup in ACT! under Tools>Preferences - this is the area that controls outbound email attaching. The other area is an Outlook rule, configured in Outlook, which controls the incoming emails attaching to a contact in ACT!.
The easiest thing to do (if I understand what the issue is) is two steps:
for inbound emails: either do not configure, or delete, any Outlook rule that tells Outlook to attach incoming messages, and
for outbound emails: go to Tools>Preferences, then the E-Mail tab. Go through the setup, and on step 5 of 7 is E-Mail - Record History. Choose the drop down option "None".
Hope this helps...
p.s. if you do decide to go back to recording emails, the removal of personal email addresses to *not* have those emails attached is the best practice for this issue.