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Scanned Documents (to email) are assigning "Regarding"

Unanswered Scanned Documents (to email) are assigning "Regarding"

  • Friday, March 30, 2012 4:17 PM
     
     
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    Hi - I am having sort of a pain in the **** with CRM 4.0 in where the system us assigning scanned to email documents to Accounts that have nothing to do with the scan.  To simplify, lets use account name ABC Company.  John will scan a document to his email from the MFP device.  We then notice an item under ABC Company's History labeled "Message from MFP" as email activity.  Is there a way to prevent this from happening?  It makes no sense to me at all and is in fact, quite confusing...
     

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  • Friday, March 30, 2012 7:02 PM
     
     
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    My guess is that the email address the scanner uses to send the scanned files has been associated with the account at some point in time.

    The postings on this site are solely my own and do not represent or constitute Hitachi Consulting's positions, views, strategies or opinions.

     
  • Friday, March 30, 2012 7:45 PM
     
     
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    Thank you for your reply.  Do you know how to eliminate or prevent a particular email address (in this case, scanner) from setting related records in CRM?  I'm sure its in CRM the change needs made correct?
     
  • Saturday, March 31, 2012 12:02 PM
     
     
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    You cannot prevent, cause if one user tracks this email in CRM your only choice is to untrack this email. The user who tracked this email should untrack it. You should also find a contact, lead or account associated with this email address and delete it.

    Carsten Groth http://carstengroth.wordpress.com Microsoft Dynamics Certified Technology Specialist

     
  • Tuesday, April 03, 2012 10:18 PM
     
     
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    What you could do, though, is make an Account called "Scanner" or the like and assign the email to it.  Then run duplicate detection and remove that email address from all other Contacts and Accounts that have it associated.

    Once that is done, you will have just one place to check for scanned documents to reassign.

    Heck, you could even make a workflow that assigns documents that are scanned to a queue based on that email address, so they could be assigned properly.

    The postings on this site are solely my own and do not represent or constitute Hitachi Consulting's positions, views, strategies or opinions.