- How do I change the record an email has been associated (Tracked)
- Posted by JeffQ on November 13th, 2006
Is there a way to change the Case record (or any for that matter) an email
that has been Tracked to in error to another case? I thought I succesffuly
deleted the email from the Case record and then inside Outlook opened the
same email and then click the REGARDING Button to track it to the correct
Case Record, but now I can no longer seem to do this. The regarding button
still show the name of the incorrect case and when i open the case, the email
is no longer part of the history of the case. When I click VIEW IN CRM in the
email, I get an error.
- Posted by Jason Dibble [MSFT] on November 21st, 2006
You can select the email from the main Outlook window and click 'track in
CRM' from the Outlook toolbar. You may get a warning that you are creating
a duplicate, just click Yes. Then, you can set a regarding value to
whatever you wish.
--
Jason
--
This posting is provided "AS IS" with no warranties, and confers no rights.
"JeffQ" <JeffQ@discussions.microsoft.com> wrote in message
news:22A11B3A-4421-4B64-8312-654F4AA5E3FB@microsoft.com...
- Posted by JeffQ on November 22nd, 2006
Thanks. That works great. I had part of the puzzle, but did not think of
trying to track the record again.
"Jason Dibble [MSFT]" wrote:
