06-06-2012 06:47 AM
I was wondering if there is anyway to hide, or temporarily remove batch sent emails (swift page emails) from the history? We have several contacts within the various companies that we call and every time we send out a batch of emails to the contacts, the swift page email shows in history.
This is a problem when we want to filter them out to see actual email correspondence/calls/appointments with the contacts.
I have tried to filter out email and email sent but this also removes the emails correspondence sent to the client that are not batch emails.
Please can someone suggest the best way to get around this.
06-06-2012 07:56 AM
06-06-2012 08:07 AM
Thank you for quick response.
Is there anyway around this, such as:
1. Adding definition of "email sent (swift email)" instead of the just "email sent" in the Result field so that one could filter out these batch sent emails.
2. Only showing the subject' of the batch email instead of the whole tag. This would be easier on the eye.
The problem this is causing, is that it is so easy to overlook a correspondence email or phone call when a client calls up and you have to quicly get a gist for the last few communications with the client.
Surely, there must be a way around this as I doubt we are the only people who use SAGE ACT in this way.
06-06-2012 09:21 AM
I can certainly understand how they can push other history items out of view. Unfortunately there isn't an option to change the Result text and removing the details (can't be hidden) would break the integration tracking. At this time, I'm not aware of a work-around to reduce the footprint of the Swiftpage history items.
06-08-2012 08:17 AM
Within ACT! if click on the E-marketing icon then on the account button. Within this area there's a checkbox for "Save in History". I'm sure this is currently checked in your account since this is the default. However, you are able to uncheck that option so that history is not written into your ACT! database.
Greg's comment above about the purpose of the history keeping this integration tracking is true. Any sends done with this option unchecked, will not be tracked and it is not possible get the history back later. So you'll just want to make sure it's what you want to do.
Hope that helps!
06-08-2012 08:24 AM
Some of the record managers use that swift page email in the history and some of us don't, so the option of unchecking "save in history" would not work for our set up.
I was hoping for a way to satisfy both groups of our record managers work styles'.
06-17-2012 04:40 PM
06-18-2012 06:08 AM