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Why does delete email from 'my email' also delete it from contact?

External Posted: 2011-10-20 02:58

Hi,

When I add an email from 'my email' to a contact (or else) I cannot delete it from 'my email' without deleting it from the contact.

How can I delete from 'my email' but store the email under the contact.

I would like to employ the 'empty inbox policy'.

Workbooks Support Posted: Wed, 14.03.2012 - 23:23

Hello

The intention is that you'd normally keep emails as a historic record of your communications with a contact; use assignment and status to manage a list of emails you need to process.

 

One approach is to add a custom field - maybe call it 'processed' - and use its value to determine whether a reply is required or not. You can use reports and views to show the set of emails requiring response; such views/reports can be shared with your colleagues so you all get to see a consistent view

Sorry for the late response.

Does this help?

James.