Showing results for 
Search instead for 
Do you mean 
Community Home Request Access Read Blogs Share Your Ideas Search Community View My Settings

User-definable option to "delete" sent or received e-mail after "Send SLX/Record Selected Message..."

Status: New
by Copper Super Contributor christrabing on ‎11-26-2009 09:11 PM
I send or receive an e-mail, and I then dutifully Send SLX or Record Selected Message(s) to SalesLogix History.......now it would be good to have two new checkboxes in Tools, Options, E-mail, History Options: "Delete E-mail after Send SLX" "Delete E-mail after Record Selected Message(s) to SalesLogix History"  Why this request?  Well, if you use this Advanced Outlook Integration feature for a while.....sometimes you can't remember if you've already

"Recorded to History", and it takes time to look.

 

 In terms of integration, e-mail should be a slave to CRM.  Which comes first?  The e-mail or the contact?  

 

This feature request was originally posted in December of 2004.  Timmus disagreed 5 years ago.......anyone agree today?  Debate welcomed.

Comments
by Gold Super Contributor RJLedger
on ‎11-27-2009 09:24 AM

I'd prefer to see:

   A - A visible flag in outlook that tells me we already did this

   B - A warning that we already did this if we have done so. 

by Bronze Super Contributor tagersea
on ‎11-27-2009 11:19 AM
I still have the same opinion - Sage should not delete emails. I agree with your goal: make it easy for users to know if they already recording an email to history. I think RJ's suggestions are a good start.

Timmus
by Copper Super Contributor christrabing
on ‎11-29-2009 01:33 AM

Timmus, agree.  RJ's suggestion is the safest and most practical.

by Bronze Elite Contributor
on ‎12-01-2009 08:01 AM
I think politicians would love this feature!
by Copper Elite Contributor
on ‎12-03-2009 12:02 PM
While we're at it... in the Administrator.  It would be nice to have a picklist for "When Saving: Save To Only, Save CC (no BCC), Save ALL" options.
by ljchris
on ‎12-07-2009 10:05 AM
I like RJ's suggestion as well.  It would really be helpful to users.  thanks.

We want to hear your cool ideas for enhancing Saleslogix products and services. So add your own ideas or kudo (vote) on the ideas of others here! Watch the most valuable bubble to the top!

I have an idea! How do I get started?

One
Read our submission guidelines.

Two
Search for your idea. If you don't see it, submit a new one!

Three
Provide feedback on the ideas of others by voting with kudos and adding comments.
For more information about using ideas, read this thread.

Four
Track your ideas and those you like. Once you've posted or kudoed and idea, subscribe to be notified via email of the latest updates to the idea. From within the idea, click "Idea Options" which appears above the idea title and choose, "Subscribe to this idea".

Be sure to check back from time to time to see new ideas and status updates!

Here is a quick list of the recent ideas for speedy browsing!
Labels