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Morning everyone,
I have a very simple question, one of the users asked how do you close email activities that are being tracked. I checked all of our email activities and none of them are closed. I know this is by design but could someone explain to me why you cannot or do not want to close email type activities?
Jenn Thanks! makes more sense. our organization has turned off sending emails out of CRM because of inappropriate comments being added to appoitments. So now nothing leaves CRM, which explains now why all of the email activities from 3 years ago are still open. Thanks so much Jenn
As far as I know, the email activities can be closed once you click the "Send" button from the ribbon.
Ask your user which button did they click with the intention of "sending" an email because they might have mistaken the Save button to send it.
This is the status value for the sent email activity:
This is the status value for the saved but not sent email activity:
Hi DLewis777,
Please follow the below link might be you will get some information.
Thanks,
Arshad
More information please visit below link.
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