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Excluding certain e-mails in the History

New Member
Posts: 4
Country: United States

Excluding certain e-mails in the History

Hello

 

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.

 

Thoughts?

 

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Excluding certain e-mails in the History

[ Edited ]

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

OR

- 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.

 

Message Edited by ghollister on 09-29-2008 05:59 PM

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.