Unlinking tracked emails in CRM 3.0

I find that once an email is linked to/tracked by CRM (Customer, Client,
Activity) it can't be unlinked! only deleted.

For example; A client uses an old CRM generated email containing the
tracking token to ask about a new problem. CRM automatically tracks the new
email to the old CRM case and I can't untrack it to link it to a new case.
Any information would be helpful... 


0
Terry
5/28/2007 7:09:06 AM
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Hi,
Check out "How to "untrack" Microsoft CRM Outlook e-mails" on following blog
http://blog.sonomapartners.com/

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PLEASE do click on Yes or No button if this post was helpful or not for our 
feedback.

uMar Khan
Email for direct contact: imumar at gmail dot com


"Terry Sheppard" wrote:

> I find that once an email is linked to/tracked by CRM (Customer, Client,
> Activity) it can't be unlinked! only deleted.
> 
> For example; A client uses an old CRM generated email containing the
> tracking token to ask about a new problem. CRM automatically tracks the new
> email to the old CRM case and I can't untrack it to link it to a new case.
> Any information would be helpful... 
> 
> 
> 
0
Utf
5/28/2007 9:59:00 AM
A simple way which may be useful for you, would be to forward the already 
tracked e-mail to yourself, and before clicking the Send button, select the 
Customer/Client/Activity you want the e-mail to be linked to.

"Terry Sheppard" wrote:

> I find that once an email is linked to/tracked by CRM (Customer, Client,
> Activity) it can't be unlinked! only deleted.
> 
> For example; A client uses an old CRM generated email containing the
> tracking token to ask about a new problem. CRM automatically tracks the new
> email to the old CRM case and I can't untrack it to link it to a new case.
> Any information would be helpful... 
> 
> 
> 
0
Utf
11/13/2007 8:33:02 AM
Reply:

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