When tracking email, is it possible to update an existing activity as I receive new correspondence? The way our system is set up now the CRM creates a new email activity every time I receive a new message.
For ease of use and organization purposes I would like to take my first email to a client and set regarding their account. This obviously creates an email activity in the CRM. As my client and I reply back and forth within this initial string, I want the
single email activity initially created to be updated instead of the CRM creating a new activity for every message. Is their a configuration setting somewhere that I need flagged to accomplish this?
Any help is greatly appreciated.