There are a variety of ways to control how an email will produce History in an Act! database. Some of these choices can belong to the individual database user, while other options can be controlled by the database administrator. This article explores both of these options.
Database-specific Options Determined by the Database Administrator
An Act! database administrator has access to Administrator only preferences in an Act! database. These can be accessed by going to Tools > Preferences and selecting the Admin tab. This allows the administrator to then set the following options for the currently open database:
Allow history creation for e-mails sent from a user of this database to another user – When this option is turned off, Act! will not record email history when one database user sends an email to another database user. Email history to database contacts, however, can still be recorded.
User-specific Options Determined by Each Database User
In order to record emails into Act! automatically, each individual user who wants to make use of this feature must complete the email system setup. For information on going through this process, please see the following knowledgebase articles:
Once e-mail integration has successfully been setup in Act!, each database user can determine how Act! will record history when they send e-mail to their contacts.
- Email subject only
- Email subject and message
- E-mail subject, message and all attachmentss
Note: If the database administrator has restricted e-mail attachments for the database (see above), not all options may appear.
Microsoft Outlook 2003:
Microsoft Outlook 2007/2010: