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

Status: New
by Copper Super Contributor 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 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.

by Gold Super Contributor
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
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.

by Copper Super Contributor
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.
on ‎12-07-2009 10:05 AM
I like RJ's suggestion as well.  It would really be helpful to users.  thanks.

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