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Record History Explained - ACT Premium 2012

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Copper Contributor
Posts: 126
Country: USA
Accepted Solution

Record History Explained - ACT Premium 2012

A couple of questions: 

 

  1. When I send an email (Outlook)  to a contact in ACT it is recorded in History.  In the Regarding & Details column it has the subject (i.e., "Subject:  ACT Issues"). 
  2. When I manually attach the document, not only is the subject displayed (i.e., "Subject: Act Issues") but so is the text message.  Is there any way to change this?  I don't need the text displayed. 

Accepted Solutions
Solution
Accepted by topic author Jillian Trish
‎09-25-2015 03:20 AM
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Record History Explained - ACT Premium 2012

Ensure both of the screens described earlier are set to record 'subject, message, and attachments'. 

Greg Martin
Sage

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Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Record History Explained - ACT Premium 2012

The options that controls this behavior are contained within the ACT! email setup settings. 

Found at: Tools > Preferences > E-mail & Outlook Sync tab > E-mail System Setup > screens 5 and 6.

Greg Martin
Sage
Copper Contributor
Posts: 126
Country: USA

Re: Record History Explained - ACT Premium 2012

Greg,

I want the message text & any attachments recorded, but I don't want is to have the entire message text displayed in the column Regarding & Details.  This only happens when you do a manual attach of an email; it does not occur when it records an email you've sent to an ACT contact.  (email sent it displays "Subject: ACT Issues".  email attached it displays:  "Subject ACT Issues.  Yes, I've tried the following #1...#2...#3....Let's talk tomorrow..." etc., etc.)

 

 

Solution
Accepted by topic author Jillian Trish
‎09-25-2015 03:20 AM
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Record History Explained - ACT Premium 2012

Ensure both of the screens described earlier are set to record 'subject, message, and attachments'. 

Greg Martin
Sage
Copper Contributor
Posts: 126
Country: USA

Re: Record History Explained - ACT Premium 2012

Greg,

Thank you!  I didn't realize (obviously) that the Preferences affected the info displayed.  (Oh, its the little things that make people happy!)   Thanks again!