- Reassign Records & Associated CRM e-mail
- Posted by Maxxsir on December 21st, 2006
I understand the concept of reassigning records but my question is about the
e-mail CRM collects. We do not have the e-mail router/connector installed at
this point. I am researching the benefits.
If I reassign records & they are assigned to a new user will the history of
all e-mail conversations with the accounts be available if they were tracked
in CRM 3.0?
In other words when the old user is deleted and their e-mail box is gone are
all the e-mails that were collected with the CRM application and stored in
the database still available as searchable records in CRM? This way the new
Sales Associate has a record of what was happening in past conversations and
can look up important information that may have advantages to the sales
process?
--
Maxxsir
- Posted by Maxxsir on December 22nd, 2006
I understand but my question is about a deleted user. Is the CRM Mail still
saved in the CRM database when a user is deleted from outlook and active
directory?
In other words... Is all that e-mail that was tracked by CRM from the old
user still available to a new sales associiate or who ever gets assigned the
new records even though the old user was deleted from Outlook and Active
Directory?
Thanks for your help in answering my questions...
--
Maxxsir
"chad.buser@ncsi.cc" wrote:
- Posted by chad.buser@ncsi.cc on December 22nd, 2006
Yes, everything will be available to the new sales associate and the
organization - depending on how your security is setup in CRM. The key is to
assign all records to another user in CRM before you delete the old users
Active Directory account. If you delete the user and then go to assign all
his stuff you wont be able to because that user does not exist any longer.
If that is the case contact MS support.
"Maxxsir" wrote: