09-17-2015 09:25 PM
I have ACT prem ver 17 and use outlook 2013,
How does the email integration work.
My concern is I send a confidential email and someone could see it, example, all of my staff and myself are users in ACT, If I send an email to another employee so the recipient is an employee but also a contact in ACT, if another staff person opens up the history will they see the email I sent?
09-18-2015 02:06 AM
09-22-2015 11:07 AM
I highly recommend a plugin to Outlook called "IntegrateR1". Do a google for it. It adds very easy to use buttons write on the compose email window in the ribbon at the top. No fussing around with going back and forth between tabs to the Act Add-In.
Essentially, it adds two send buttons to the ribbon in the compose email window "Send To ACt!" or "Send To Act Record". The first one automatically records the email to the act record whose email matches the recipient in the email you're composing. The second button allows you to select specifically which Act Contact to record the history to. Then, if you use the regular SEND button, it won't record any history at all.
The beauty of this approach is that you can decide at the time you click send whether its important enough to record or not without messing around with going into the Send Folder after the fact or the default in Act! whereby it records history for every single person in the database.
By the way, I have absolutely no affiliation to the developers of this plugin. I've purchased it for my 3 business partners as well.