Send to EMail recipient no crm button RRS feed

  • Question

  • Hello,

    when i use the send to email recipient function in windows explorer a new outlook message opens but there is no CRM Button available to track in CRM. Is there a workaround?

    I also have this behaviour when opening a new email mesaage with outlook from third party tools.
    Monday, August 17, 2009 2:49 PM


  • That is correct - even it undesired behaviour -
    My workaround is this - I save the email, close it, then open it from my drafts or inbox folder - at that point I have a 'track in crm' button and can proceed.
    (and I get my signature and other portions of the email that are added when you create the email from Outlook and not if you launch it from a 3rd party / or 'send file to email recipient' link.
    Scott Sewell, CustomerEffective | http:\\blog.CustomerEffective.com | Twitter:@ScottSewell
    Wednesday, August 19, 2009 12:26 AM