Amy,

 

When I send a CRM email from the account level and receive a reply, the reply is stored in my personal email queue in the CRM workplace (along with being sent to my Outlook inbox). If I delete it from the workplace queue, it is also deleted at the account level, and I lose the customer's reply in CRM. Is promoting the email to a CRM activity the only way to keep the reply at the account level BUT also delete it from my personal queue? (I'd like to keep the record, but I don't want my personal queue to get really full.)

 

Is this a bug? Or does it have purpose? If it's a bug, do you know if it'll be fixed in the coming version upgrade?

 

Thanks!

Sarah Montgomery

Bailiwick