Hi All,
We are experiencing a very frustrating problem with our CRM 3 installation.
We have the CRM for Outlook client (v3) installed on all of the pc's used
by our CRM users. All users are set to track email one way (the setting to
make only one task for mail between users). We are tracking only CRM token
emails by default. We have the outlook rule freshly deployed to all users
after checking the correct operation and config of the client.
However, every so often (about one in every few hundred emails) an email
will be automatically tracked in crm for absolutely no apparent reason.
These are not emails with a tracking token, the only way they could have
got there (so I thought) is by the user pressing the 'track in crm' button
in outlook. Until it happened to an email sent to myself. By the time the
mail was in my inbox, the icon was a CRM icon. I checked all emails in the
system in advanced find, and I was the owner, with the status reason set to
'received'. As I say, the icon next to the message in Outlook was already
the CRM one when I switched to look at Outlook.
Are there any rules that are applied to messages which are not obvious to
the user/admin, and happen 'behind the scenes'? Many of the messages which
are finding their way in are sent to many CRM users, so is there some rule
running which decides that therefore this must be relevant to CRM?
It is becoming a difficult situation as some confidential emails have found
their way in.
Any help appreciated!
Thanks,
Andy