[Webinar] Streamline your web hosting managementRegister Today

x
  • Status: Solved
  • Priority: Medium
  • Security: Public
  • Views: 873
  • Last Modified:

Microsoft CRM 3.0 and items in my assigned work queue

Maybe I am doing something wrong. I am slowly figuring out MS CRM 3.0 by adding data and changing stuff and the one thing I don't understand is whenever I tag an email in Outlook with the CRM Client to be tracked in CRM it puts that email in my Assigned Queue. Why would that need to be in there? How do I get these out? I tagged them to be tracked in CRM so they would be available to everyone. If I open one of these tracked emails, it gives me the usual email options (reply, forward, reply all), but the only other options are Assign or Delete. Obviously I could assign in to someone else, but why would I? This is historical data, not something I need in my queue. If I delete it from my queue, it deletes it entirely from CRM, which is NOT what I want it to do.

Is this by design, or have a missed something? It seems weird to me that I would see all of this other extraneous data in my queue, when all I should be seeing is cases, tasks, and activities that are assigned to me. We are using CRM to track service call information, and I don't need email data clogging up my work queue if it isn't something I have to work on.

Please enlighten me!
0
dytechconsulting
Asked:
dytechconsulting
  • 3
1 Solution
 
band-itCommented:
There is a regarding box that you fill in with the name of the contact, lead, or accout that you want to apply the message to.  The e-mail will then show up in the history section of that entity.  I believe you can just delete the message from your queue once you have associated it with an entity, but test that first with a message you don't care about.
0
 
dytechconsultingAuthor Commented:
Please read my initial post. I deleted an email that was in my queue. It disappeared from CRM completely. That is why I posted this question. The items in my queue all have regarding information already assigned in them.
0
 
dytechconsultingAuthor Commented:
My mistake... It didn't delete the email. Let me try another record type before I make any more rash comments. My apologies...
0
 
dytechconsultingAuthor Commented:
OK, I guess you get the points. I can't get it to do what I saw when I originally posted my message. Maybe I was deleting a task or something when this occurred.

Thanks...
0

Featured Post

Free Tool: Port Scanner

Check which ports are open to the outside world. Helps make sure that your firewall rules are working as intended.

One of a set of tools we are providing to everyone as a way of saying thank you for being a part of the community.

  • 3
Tackle projects and never again get stuck behind a technical roadblock.
Join Now