09-24-2008 07:00 AM
I have Act 2009 configured to automatically attach e-mails to contact records for my Outlook 2007 messages. Works great...however... Is there a way to exclude certain contacts from automatically creating a history record? My concern is that I have an assistant who sometimes sends out non-business related items, that I really don't want to keep in my ACT! database. E-mails to friends, etc.
09-29-2008 02:59 PM - edited 09-29-2008 02:59 PM
A couple of suggestions:
- If the emails are for certain contacts, then you can try tweaking the Outlook Rule you created to exclude those contacts
- When your assistant sends an email, they can manually change the history option in that message to "Do not record history" before clicking the Send button.
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.