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How to exclude employee (internal) email from history?

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Copper Contributor
Posts: 6
Country: United_Kingdom
Accepted Solution

How to exclude employee (internal) email from history?

Hi All

 

Fairly new to ACT (ACT PRO v16).

 

We have contact records for each employee in the company, including email address.  Is there a way to automatically exclude internal emails between employees from the employee history?

 

I have tried searching for info, but I'm not sure I'm using the right terminology to find relevant threads.

 

TIA!

 

Nick


Accepted Solutions
Solution
Accepted by topic author nick205
‎09-25-2015 03:20 AM
Copper Elite Contributor
Posts: 139
Country: USA

Re: How to exclude employee (internal) email from history?

The following ACT! Knowledge Base article should address your question:

http://kb.swiftpage.com/app/answers/detail/a_id/26980/kw/26980

 

Uncheck the "Allow history creation for e-mails sent from a user of this database to another user" option.

Phillip R. Price
ACT! Certified Consultant
Automated Sales Tools, LLC
http://www.automatedsalestools.com
Phone: 1-866-915-9399

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All Replies
Solution
Accepted by topic author nick205
‎09-25-2015 03:20 AM
Copper Elite Contributor
Posts: 139
Country: USA

Re: How to exclude employee (internal) email from history?

The following ACT! Knowledge Base article should address your question:

http://kb.swiftpage.com/app/answers/detail/a_id/26980/kw/26980

 

Uncheck the "Allow history creation for e-mails sent from a user of this database to another user" option.

Phillip R. Price
ACT! Certified Consultant
Automated Sales Tools, LLC
http://www.automatedsalestools.com
Phone: 1-866-915-9399
Copper Contributor
Posts: 6
Country: United_Kingdom

Re: How to exclude employee (internal) email from history?

Hi Philip

 

Perfect!  That's what I was looking for.

 

Thank you.