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Relationships tab and History - Why does everything show up and how to turn it off.

New Member
Posts: 7
Country: United States

Relationships tab and History - Why does everything show up and how to turn it off.

A quick thank you in advance for anyone who has an answer / solution to this.

 

It may be that we are not using the relationships tab as it was ment to be used but I love the way we can quickly relate our partners to the leads they bring us and so on. That is fine.

 

We hate that when we send out an email to a partner it records it in the history of all his/her relationships and visa versa. Is there a way to keep the relationships working while telling ACT! to not record emails on all histories that are related.

 

thanks

 

MTuey