Does anyone know how to turn off the new "Smart" Tracking feature in CRM 4.0?
We use the CRM tracking tokens so we really don't need the smart tracking,
and it's causing emails that we don't want tracked to be tracked.

For example, we had a manager receive an email with the subject "Update"
from an employee that he tracked to a customer it was in reference to. Now
that manager receives several weekly status updates from his staff (many of
which are confidential), and somehow they all end up tracked to that same
customer in CRM. I'm guessing it's because the subjects all were "Update"
and sent to the same person.

To make it worse, he forwards one of those on to several of our IT
management asking "Why is this tracked in CRM?", which causes several update
emails they recieve later to also be tracked...all to the same customer. How
can we shut that feature off?

Hi Greg - It is pretty easy actually. Navigate to Settings -> System
Settings, then select the 'Email' Tab. Once there you can select whether or
not you want to use the tracking token.

--
Fortis
www.webfortis.com


"Greg Loseke" wrote:

This is an interesting one. I would have to test this myself. I'll let you
know what I find out.

I understand that you want to continue using the tracking token, which makes
sense, so the post from Fortis doesn't apply.



"Greg Loseke" wrote:

I have the same issue with email to support queue, email router automatically
associates new email with a case if email subject is the same as case title.

Email token are on.

"Michael Cross" wrote:

Thanks Michael. Yes we do have the token on.

Thanks again,
Greg

"Michael Cross" wrote: