11-12-2009 02:09 PM
I recently became a statistic to the recession as I am now in search of a company to take full advantage of my sales abilities. Yes, I do have them.
As a result, I will lose Microsoft Office with Outlook, and I will use the ACT eMail client for the time being.
When I write an eMail, I have to check the box entitled "Create History". Is there a way to set the box for one of the options?
11-17-2009 09:46 AM
When you have the ACT! Email editor enabled as your email client, under Tools/Preferences, you woul click the ACT! Email Editor tab. Under this tab, you would click Composing Options and you can set your default history recording option there.
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.