03-02-2009 06:17 AM
02-09-2010 01:53 PM
I am having the same issue mentioned above. I do not want to use rules to limit the quick attach, I just want to turn it off. I have searched everywhere to find out how to do this to no avail. If anyone can point me there it would be appreciated. Read the KB article noted and either I'm missing it or it doesnt tell me how to do it in there.
02-09-2010 03:12 PM
Just to clarify, are you not wanting any emails to attach in ACT! history?
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.
02-09-2010 05:29 PM
02-10-2010 07:11 AM
02-11-2010 01:12 PM
Ok - let's get a little clarification here.
First, techincally 'Quick Attach' is the feature in Act! 2009 and 2010 where a user selects one or more INBOUND emails in outlook and then clicks the button 'Quick Attach' in the Outlook tool bar.
This does not sound like the feature you are referring too, as I believe that you are concerned about your users creating OUTBOUND emails and having them automatically attach to the contact recipient.
So, that also rules out Outlook Rules. Rules only apply for INBOUND mail (in most cases), and emails can be attached regardless of whether there is a rule or not - as you already discovered.
I beleive what you are looking for is the users' email preferences in Act!.
Go to the Preferences wizard from the Tools menu. From there select the Email tab.
Click Email System Setup.
Walk through the wizard, changing nothing, until you get to the page entitled 'Email - Record History'. I am pretty sure that is set to any one of the chioces other 'None'. Change it to 'None'. Finish out the wizard being sure to change nothing else.
What you have told Act! to do, is that when an email is created - whether directly in Outlook OR from within Act! by clicking the email address, BY DEFAULT, DO NOT CREATE HISTORY.
This does not mean you cannot create history - just that you have to specify you want to within the Outlook Create email screen. If you are using Outlook 2007, you will have an Add-ins tab where you will find an Act History setting where you can change from None to another choice if email history is desired. In Outlook 2003, as memory serves, it is visibile already above the send to fields...
In short - instead of history always being created, the user will now choose when it is so.
BTW - this change will not affect how inbound email is handled with Quick Attach or with rules....