Assign Outlook Category when Activity is Created

Answered

Andy Calder

• July 30, 2024 16:45

We are currently using 'CRM For Outlook' and i have a request:

Would it be possible for the CRM to automatically assign an Outlook Category when an Activity is created for an email ? The Category could be called 'Email logged to SAP' for example.

This way a Search Folder can be created with the criteria 'Category' 'Doesn't contain'  'Email Logged to SAP' and this would contain Emails that have not been assigned an Activity.

Thanks

Vote

4

• 

  SSP Automation

  • July 30, 2024 17:00

  Thank you for your request. It has been scheduled for review by the development team that will get back to you should there be questions.
  (Please note that as we are user-driven we can't guarantee that your request will be met unless it gets many votes and/or fit the product vision)
  Read more about the Feature Request process here
  [Internal Id: 139781]
  

Please sign in to leave a comment.