Introduction

Act, the popular Customer Relationship Management (CRM) software, seamlessly integrates with Microsoft Outlook to record outgoing and incoming emails. However, you may encounter an issue where Act records multiple emails, causing unnecessary clutter. In this blog post, Tony Holowitz, an Act certified consultant, will provide a simple solution to fix this problem.

Step-by-Step Guide to Fixing Outgoing Email Recording

To resolve the issue of Act recording multiple outgoing emails, follow these simple steps:

Step 1: Accessing the Email Preferences

1. Open Act and click on “Tools” in the top menu.
2. From the drop-down menu, select “Preferences” to access the preferences settings.

Step 2: Navigating to Email and Outlook Sync

1. In the Preferences window, locate and click on “Email and Outlook Sync.”
2. In this section, find and click on “Email System Setup.”

Step 3: Reviewing Email System Setup

1. A series of nine windows will appear, guiding you through the setup process.
2. Click “Next” on each window until you reach the fifth window, which is titled “Email Record History or Sent Emails.”

Step 4: Adjusting Email Recording Options

1. In the fifth window, you will see the current email recording settings. If you are experiencing issues with multiple emails being recorded, the setting may be set to “All” or “Outgoing and Incoming.”
2. To fix the problem, select the option “None” to disable email recording.

Step 5: Save Changes

1. After selecting “None,” click “Next” to proceed to the next window.
2. Review the remaining settings in the following windows to ensure they meet your preferences.
3. Once you’ve reviewed all the settings, click “Finish” to save the changes.

Conclusion

By following these straightforward steps provided by Tony Holowitz, you can resolve the issue of Act recording multiple outgoing emails in Microsoft Outlook. This simple adjustment will help you keep your email history organized and clutter-free, ensuring a more efficient CRM experience.

For additional guidance and expert insights on optimizing your Act and Microsoft Outlook integration, reach out to Tony Holowitz, an Act certified consultant. Tony’s expertise can empower your team to make the most out of your CRM software and streamline your email management processes.

Disclaimer: The information provided in this blog post is based on the knowledge available up to September 2021. The user interface and settings in Act may vary depending on the specific version you are using. Always ensure you have the latest updates and consult official resources if you encounter any issues.