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Trying to figure out a way to capture data for fields located in CRM from the users email. Currently, I have it set up where the user can go into CRM, find the email, then simply click on a button to update the field. The button is a web resource that uses some JavaScript to actually write the data without having the user reopen the completed email. As far as updating the fields by using these buttons, that's about as easy as it gets. But to improve this process I want to eliminate the need for the user to have to touch the email a second time.
The fields in question are option sets with value 2 or 3 characters long. Is there a way to flag an email at the time of creating it to where I could retrieve within CRM using workflows or JavaScript. Maybe something could be put in the subject line, or create extra lines with these options sets. Or even put the fields directly in the body of the email.
If anyone has any suggestions please let me know, thanks
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