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Email Tracking in CRM 2011 RRS feed

  • Question

  • 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.

    Tuesday, May 28, 2013 4:40 PM

Answers

  • Out of the box, emails are tracked individually and there isn't any option to change this so that it appends content to a previous activity. 

    If you have access to a developer, they might be able to use the SDK and create such functionality programmatically with  plugins. 


    Jason Lattimer
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    Wednesday, May 29, 2013 2:24 AM
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