CRM 4 - Auto Populated 'To' Box in Tracked Email

Posted on 2010-03-25
Medium Priority
Last Modified: 2012-06-27
Might be a daft question or I'm missing the point, but we have CRM 4 for Outlook installed. I was trying to send an email and Track it in CRM. Therefore I;
- Open a New Email
- Click Track In CRM
- Click Set Regarding to a particualar Lead record in our database that has an email address associated with him.

Question - Should the email automatically populate the 'To' Box in the Email ?
If not, is the possible to configure it somehow in CRM or would it require some kind of programmable solution ?


Question by:BigBlueMan
LVL 30

Accepted Solution

Feridun Kadir earned 2000 total points
ID: 28674253
No it shouldn't.

The Track in CRM means copy this e-mail to the CRM database and link it to the record that I select in Regarding (optional).

However, CRM does makes leads available to Outlook as an address book. Click on the Outlook TO button (whilst in an e-mail) and in the Address Picklist you should be able to choose from several CRM record types including Leads.


Author Closing Comment

ID: 31707011

Yeh again I was thinking that may be the case. The user can also click on Send Email icon within a Contact Record, for example, and do the email via the Email Activity and then Send...  They seem happy with this and the other way..


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