You probably know that Act! and Windows Outlook integrate seamlessly, and every outgoing email can be recorded in your Act! Contact History automatically.
But if you’re like most people, sometimes you want to record an email for a customer … and sometimes you don’t.
Put yourself in the driver’s seat! Set up a new button on your Outlook Quick Access Toolbar. It allows you to easily override the default setting and decide which emails are recorded.
Let us show you how! Simply click the link below for a quick, 2-minute tutorial.
Or click the link below to view the video: