Queue audit history for emails

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  There isn't any explicit tracking of something like this - CRM only holds on to the current queue an item is in. However you could fairly easily track something like this using a workflow. 

  Create a workflow on Queue item

  Have it fire when the Queue field changes and when the record is created

  Then you could create a Note record, set the regarding to the email item "Object (E-mail)" from the list of fields and then place the "Queue" field into the note someplace to record the name of the Queue. You could alternatively use a custom entity to track something like this as well if you want the history of all emails in one place. 

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  Jason Lattimer
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  • Proposed as answer by JLattimerMVP, Moderator Tuesday, October 29, 2013 1:49 PM
  • Marked as answer by Sullair CRM User Tuesday, October 29, 2013 4:16 PM

  Tuesday, October 29, 2013 1:49 PM

  Moderator