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Hi, Could anyone advice how to close open Email Activities in CRM without emailing back or creating a case?
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If you are looking for a simple solution to this through the UI without writing any code, here is what you should do:
1) Create a new workflow on the email entity that will be run On Demand
2) Add a single step in the workflow to change the status of the email to Completed.
3) Set the scope of the workflow to be whatever you need it to be, and make sure that no other triggers for the workflow are enabled.
4) Activate the workflow.
This will allow you to run the workflow on an ad-hoc basis against whichever records you need. Hope that helps!
Hi Stanislaus,
Email activities are always closed when they come into CRM. Whether it's an incoming activity that is tracked in CRM or an outgoing Email that is sent from Outlook and tracked or an Email that is sent from CRM, it is always Closed. If an Email appears Open (in CRM), then that means it was an outgoing EMail that was never sent. In that case, you will want to follow Luke's instructions to close them, unless you desire to delete them.
1. The "open" emails in our system are ones that were tracked by a CC: after being received. I would think deleting them would remove them from CRM, which defeats the purpose of tracking them. What process is used to "Close" those? Or should they be "Canceled"?
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