01-22-2013 02:43 PM
We recently updated Outlook to 2010 and have discovered that each email that is being sent out is being saved in ACT automatically. We would like to be able to change this so it doesn't send history to ACT unless we manually click and say to save to history. Is there a way to do this. We currently have ACT! by Sage Premium 2010 Version 126.96.36.199, Hot Fix 1 version of ACT. Advice would be very helpful.
01-23-2013 06:20 AM - edited 01-23-2013 06:21 AM
You can change the history recording preference through the Tools > Preferences... > E-mail & Outlook Sync tab. Click E-mail System Setup... > click Next to screen 5 of 8 'E-mail - Record History' > change the option to None. Click Next until Finish is enabled > click Finish. This will stop the automatic recording of history, but you will still be able to use the Quick Attach options within Outlook.
Important Note: Sage ACT! 2010 is not truly compatible with Office 2010. Your email integration is a remnant of the previous setup with an earlier version of Office. Attempting to change the setting above may remove the existing integration completely. Here is an article with more information about integrating Sage ACT! 2010 with Office 2010, there is a work-around but you don't have the ability to update the history settings: KB Article 26713
Within the article is also a link to a 'relatively' inexpensive add-on that will integrate Sage ACT! 2010 with Office 2010.