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Customer experience | Sales, Customer Insights,...
Suggested Answer

News emails being set to 'Completed' immediately in CRM

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Posted on by 130

Just would like to find out if there are a known issue in CRM where emails gets marked as ‘Completed’ immediately when they are synced from exchange server.

I cant see any process or workflow doing this.

 

Thanks

I have the same question (0)
  • a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello,

    It's completed internally. Why is it an issue?

  • JackalD365 Profile Picture
    130 on at

    Hi.

    The emails should be in a Received status. Only after the user actioned the email, it should be set to Complete by the user.

  • a33ik Profile Picture
    84,331 Most Valuable Professional on at

    I'm sorry but it works the way it works and it can't be customized.

    When the email is received - statecode is set to "Completed" and statuscode is set to "Received".

  • JackalD365 Profile Picture
    130 on at

    Its only happening to about 10 out of 250 daily emails

    Emails that are 'Received' show in a dashboard. Emails are then actioned and manually set to 'Complete' then it disappears from the dashboard. By doing that users know which emails were actioned and which weren't

  • a33ik Profile Picture
    84,331 Most Valuable Professional on at

    You describe not OOB process and seems you have glitch in it.

    Without the description of how you implemented this functionality, it's near to impossible to help you.

    So can you please describe how it works?

  • gisiquei Profile Picture
    on at

    Hi JackalD365,

    This is a by design behavior.

  • Suggested answer
    gupta.ambar2009@gmail.com Profile Picture
    797 on at

    Hi,

    its a OOB behavior , means when email will get synced /sent that activity will get completed so status also get change .

    Regards

    Ambar Gupta

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