Track Archived Email from Outlook Client

[S Graves]

Hello. We have CRM 3.0 and use the Outlook client. We recently had a
situation where a user tried to "Track in CRM" an e-mail from her archived
e-mail folders. However, she didn't have the "Track in CRM" button. Anybody
see this before?
I know we can move the e-mail back to the Inbox, track it, and then
re-archive it, but am hoping for a simpler solution.

Thanks.

[Dave]

Hello.  We have CRM 3.0 and use the Outlook client.  We recently had a
situation where a user tried to "Track in CRM" an e-mail from her archived
e-mail folders.  However, she didn't have the "Track in CRM" button.  Anybody
see this before?
I know we can move the e-mail back to the Inbox, track it, and then
re-archive it, but am hoping for a simpler solution.
Thanks.

S,
This is how the CRM Outlook client works. You can only "track in CRM"
from the Inbox. HTH,
Dave


-------------------------------------------
David L. Carr, President
Visionary Software Consulting, Inc.
Cell: 503-351-4207
Email: ***@earthlink.net
http://www.vscrm.com

[LeonTribe]

Hello.  We have CRM 3.0 and use the Outlook client.  We recently had a
situation where a user tried to "Track in CRM" an e-mail from her archived
e-mail folders.  However, she didn't have the "Track in CRM" button.  Anybody
see this before?
I know we can move the e-mail back to the Inbox, track it, and then
re-archive it, but am hoping for a simpler solution.
Thanks.

I'n 3 you can't track from public folders but you can from any folder
in the default store (inbox, sent items etc.). This also used to be
the case originally in 4 but I have a vague memory that one of the
rollups fixed this.

Leon Tribe
Want to hear me talk about all things CRM? Check out my blog
http://leontribe.blogspot.com/
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