Microsoft CRM 3.0 and items in my assigned work queue
Posted on 2007-03-17
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!