Question: How can I prevent e-mails from recording history to User Records in Act!?
Product Details:
Product Family: Act!
Product: Act! Pro, Act! Premium
Version: 2012 and later
Answer:
Option 1: Preference Settings to not allow history creation for e-mails between users
Option 2: Change Record Option at time of Send
This process is desirable for those who wish to record history for most of the e-mails that they send to their users, but have an occasional e-mail that they do not wish to record history for. This will allow you to manually specify per message whether history is recorded. To do this:
Product Details:
Product Family: Act!
Product: Act! Pro, Act! Premium
Version: 2012 and later
Answer:
Option 1: Preference Settings to not allow history creation for e-mails between users
- In Act!, click Tools > Preferences
- Click the Admin tab
- Remove the check from Allow history creation for e-mails sent from a user of this database to another user
- Click OK
Option 2: Change Record Option at time of Send
This process is desirable for those who wish to record history for most of the e-mails that they send to their users, but have an occasional e-mail that they do not wish to record history for. This will allow you to manually specify per message whether history is recorded. To do this:
- Compose your e-mail as usual
- Depending on whether you are using the ACT! E-mail editor or Microsoft outlook:
- Outlook: Go to Add-ins and for ACT! History, select None from the drop-down
- ACT! E-mail editor: In the Create History drop-down, select None
- Send your message as usual