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Connect an Activity to an E-Mail RRS feed

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    Sometimes I create an activity because of an e-Mail i received. I want to make a connection between those 2 entities so that when I create the activity I can reference the e-Mail.

    I'd really appreciate it if someone could provide me with a solution that does not require any programming.

    Thanks in advance.

    Wednesday, September 15, 2010 11:16 AM

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    Unfortunately there is no direct way to relate activities to other activities. I've been toying with an idea, which I haven't got around to blogging yet. Basically you add a new text field to the secondary activity with a format of html. Then, when you want to link back to the email, go to the email record in CRM, go to Actions-Copy Shortcut and paste this into the new attribute. You can then double-click it to get back to the referenced email.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/ 
    or hear me tweet @leontribe

    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Wednesday, September 15, 2010 2:06 PM
    • Marked as answer by Donna EdwardsMVP Monday, September 20, 2010 3:14 PM
    Wednesday, September 15, 2010 2:06 PM
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    You add it to the specific activity entity i.e. phone call, appointment etc.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/ 
    or hear me tweet @leontribe

    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Thursday, September 16, 2010 12:58 PM
    • Marked as answer by Donna EdwardsMVP Monday, September 20, 2010 3:14 PM
    Thursday, September 16, 2010 12:57 PM

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    you can try to attach as attachment it with your earlier email
    Mahain : http://mahenderpal.wordpress.com
    Wednesday, September 15, 2010 11:20 AM
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    Thanks for your reply.

    That would work, but I don't want to save the e-mail in order to attach it. Ideally I want to connect the e-mail-task inside CRM to the activity.

    Wednesday, September 15, 2010 11:28 AM
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    Unfortunately there is no direct way to relate activities to other activities. I've been toying with an idea, which I haven't got around to blogging yet. Basically you add a new text field to the secondary activity with a format of html. Then, when you want to link back to the email, go to the email record in CRM, go to Actions-Copy Shortcut and paste this into the new attribute. You can then double-click it to get back to the referenced email.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/ 
    or hear me tweet @leontribe

    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Wednesday, September 15, 2010 2:06 PM
    • Marked as answer by Donna EdwardsMVP Monday, September 20, 2010 3:14 PM
    Wednesday, September 15, 2010 2:06 PM
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    That sounds like a good solution. But unfortunately I can't add a field to the activity-entity. Is that possible from within CRM by creating an attribute?
    Thursday, September 16, 2010 7:27 AM
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    you can add new field to email entity
    Mahain : http://mahenderpal.wordpress.com
    Thursday, September 16, 2010 7:47 AM
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    You add it to the specific activity entity i.e. phone call, appointment etc.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/ 
    or hear me tweet @leontribe

    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Thursday, September 16, 2010 12:58 PM
    • Marked as answer by Donna EdwardsMVP Monday, September 20, 2010 3:14 PM
    Thursday, September 16, 2010 12:57 PM