how to change regarding field from an email

Hello all..

When i send an email regarding a particular LEAD (or regarding anything
else) and then the person i sent the email to responds and talks about some
other issue say a totally different LEAD CRM already tracks this email and
puts in the regarding field the original LEAD i.e. whatever I put as
regarding from the original email. I would like to change the regarding
field as this is causing HUGE problems for me e.g.

I email an AGENT regarding a lead (10 emails back and forth are sent
regarding a single LEAD (all the regarding fields are the same as the
original email) - GREAT. But then 2 weeks later the agent (not having my
email\contact details on file) uses my last sent email and clicks reply to
me to talk about something TOTALLY different i.e. another lead or case or
opportunity but now i cannot change the regarding lead because CRM
automatically links it that that original lead.

And i cannot go around telling people to not do this, CRM should accomodate.

Hope someone has a practical solution.

TIA,

TC

Jason
Thu Mar 15 17:16:31 CDT 2007

I have a solution, but it's a little painful. We are looking to improve
this situation in a future release.

In Outlook, you can repromote the received email. Find the email in the
main Outlook window and click the 'Track in CRM' button from the CRM
toolbar. This will create a 2nd email activity in CRM for this email. You
can then set whatever regarding value you desire. A cleanup step if you
want to do it is to delete the original email activity created from CRM.

--
Jason
--
This posting is provided "AS IS" with no warranties, and confers no rights.


"Timothy Cocaro" <tcocaro@etcih.com.au> wrote in message
news:%23EaCZTnSHHA.1180@TK2MSFTNGP05.phx.gbl...
> Hello all..
>
> When i send an email regarding a particular LEAD (or regarding anything
> else) and then the person i sent the email to responds and talks about
> some other issue say a totally different LEAD CRM already tracks this
> email and puts in the regarding field the original LEAD i.e. whatever I
> put as regarding from the original email. I would like to change the
> regarding field as this is causing HUGE problems for me e.g.
>
> I email an AGENT regarding a lead (10 emails back and forth are sent
> regarding a single LEAD (all the regarding fields are the same as the
> original email) - GREAT. But then 2 weeks later the agent (not having my
> email\contact details on file) uses my last sent email and clicks reply to
> me to talk about something TOTALLY different i.e. another lead or case or
> opportunity but now i cannot change the regarding lead because CRM
> automatically links it that that original lead.
>
> And i cannot go around telling people to not do this, CRM should
> accomodate.
>
> Hope someone has a practical solution.
>
> TIA,
>
> TC
>
>