Auto Email connect to contact

When pressing the "Track in CRM" button from Outlook and no "Regarding"
entity is selected then email should be automatically attached to the contact
that has that email address.

Most emails are just to a contact. this way the emails would be visible
from the contact without having to attach to the contact for every email done
throughout the day.

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JerryHaynes
Thu Jul 06 07:55:27 CDT 2006

I agree Larry. My users are VERY frustrated with how emails are tracked and
linked to underlying accounts/contacts. Did you find a fix or workaround?

My organization has upgraded from Goldmine and when an email was received,
it would lookup that address in the database for a match and when it was
found, it auto-linked to that company/contact. I would have thought this is
a universal CRM request.



"CRM-Larry" wrote:

> When pressing the "Track in CRM" button from Outlook and no "Regarding"
> entity is selected then email should be automatically attached to the contact
> that has that email address.
>
> Most emails are just to a contact. this way the emails would be visible
> from the contact without having to attach to the contact for every email done
> throughout the day.
>
> ----------------
> This post is a suggestion for Microsoft, and Microsoft responds to the
> suggestions with the most votes. To vote for this suggestion, click the "I
> Agree" button in the message pane. If you do not see the button, follow this
> link to open the suggestion in the Microsoft Web-based Newsreader and then
> click "I Agree" in the message pane.
>
> http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=894a4461-66c1-4359-b806-50f049a23a22&dg=microsoft.public.crm