Re: CRM EMAIL by l
l
Fri Aug 20 10:18:56 CDT 2004
Tony,
You are right. Thanks, have a good weekend
Lee
"TonyF" <tonyfosterit@hothotmail.com> wrote in message news:<10ibknjka7t325a@corp.supernews.com>...
> Yes, I believe this is correct, provided the TO address is a valid contact
> it will log the activity in MSCRM against a contact.
> However, Lee can also achieve the same thing by ensuring the Contact itself
> is already within MSCRM before processing a NON-CRM generated email from
> them, and it will create activity for that contact as well as the account
> when promoting to MSCRM.
> If the email is not in the FROM address when promoting, it prompts and
> notifes you allowing to resolve it to an existing or new record.
> As far as I can see, that's pretty consitent in terms of the design.
>
>
> "M" <M@discussions.microsoft.com> wrote in message
> news:05D6FCC1-036D-4BF3-809B-5EF2A94B9346@microsoft.com...
> > I may have misunderstood, but I think the point is that for outgoing email
> > you can use the To field to attach the Contact, and the Regarding field to
> > attach the Account thereby making two connections. Agreed, the Regarding
> > field itself only allows one select, but using the method above the email
> it
> > connected to two types of record
> >
> > I am not aware of any way to do this for the Promoted email
> >
> > "TonyF" wrote:
> >
> > > "Lee" <l.hargrave@btinternet.com> wrote in message
> > > news:394322d8.0408192324.339e63f6@posting.google.com...
> > > > Hi,
> > > >
> > > > When I receive an email that is not in response to an email that I
> > > > sent from CRM and click the Promote Email to CRM Activity button I can
> > > > only link the email to one type of record (i.e account or contact).
> > > > Does anyone know of a way to link it to both account and contact
> > > > records?
> > > >
> > > > When sending an email from MS CRM it can be sent from contact records
> > > > and linked to the account record using the regarding field, which
> > > > means it is stored under the activities tab at the contact and account
> > > > level.
> > > >
> > > > There seems to be a basic inconsistency here when sending and
> > > > receiving email in MS CRM.
> > > >
> > > > Best regards
> > > > Lee
> > >
> > > Lee
> > > I think you have this mistaken. Even when emailiing from MSCRM, you can
> only
> > > change the regarding field to be specific to the contact, or account,
> but
> > > NOT both. There is only ONE regarding field and it only has a single
> entry.
> > > Check the account you supposedly linked it from when you changed it to
> be
> > > regarding an actual contact instead of an account. It is not in activity
> > > history for the account, but in fact the contact now.
> > >
> > > The same applies in Promote to CRM activity. Thus the product is
> consistent
> > > as far as I can see.
> > >
> > > Best regards,
> > >
> > > Tony Foster
> > > GoldMine Support Consultant
> > > Microsoft Business Solutions CRM 1.2 Certified Applications Professional
> > >
> > > Profita Limited Incorporating Mentors In Marketing & ClearView IT
> > >
> > >
> > >