1

Track the number of 'tracked' activities captured by auto-capture

Hello, While exploring the different functionalities of Auto-capture, I thought about an idea that I wanted to share with you. The idea evolves around the positive impact of a strong collaboration within a team. It is always good that each person of a team is aware and up to date with everythi...

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Category: Auto Capture and Notes Analysis (3)

STATUS DETAILS
Under Review
3

Deleting items from your Outlook inbox should remove them from Auto Capture

When you delete an email from your Outlook inbox, it doesn't delete the item from the auto capture in CRM. It should. You have to delete the email from your deleted items in Outlook before it deletes the auto capture in CRM. This isn't a good user experience.

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Category: Auto Capture and Notes Analysis (3)

STATUS DETAILS
Under Review
4

Allow users to remove emails not yet tracked using auto capture

When an activity, such as an email, is auto captured in CRM and presented to the user as a possible activity to track, there is no way for the user to discard the suggested track. The email may be something the user doesn't want to track in CRM, but they still want to keep the email in CRM. It...

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Category: Auto Capture and Notes Analysis (3)

STATUS DETAILS
Completed