Tracking Email messages

Tracking Email messages

Tracking Email messages
Linda Christie

For many customer service reps, sales reps, help desk personnel, and other CRM professionals who handle hundreds of email messages per day, keeping track of those messages can be overwhelming.

Fortunately, Microsoft Outlook offers many ways to organize your Inbox. One of the easiest organizational methods is to move messages related to a particular topic into a designated folder. For example, you might move all messages about a particular project into a folder called "Web Site Design." Or, you might organize all messages from a specific customer into a folder titled by that customer's name: "Ajax Chemicals."

The problem is that often the descriptive subject line does not accurately depict the message content, particularly if the person has replied to a message you sent previously. So later, it becomes nearly impossible to determine what's in a large percentage of messages unless you look at each one of them.

The best solution is to change the subject line of the email so it's meaningful to you. It's easy, if you turn on Microsoft Outlook's editing capabilities. To do so:

  1. Click View
  2. Select Current View
  3. Select Customize Current View
  4. Click Other Settings
  5. Check the option 'Allow In-Cell Editing'
  6. Click OK twice.

Now, when you place your cursor in the subject line of the email messages

    Requires Free Membership to View

    Login

    When you register, you'll begin receiving targeted emails from my team of award-winning editorial writers on the latest customer relationship management (CRM)and call center technology issues today. Our goal is to keep you informed on the hottest issues facing this fast-changing industry.

    Hannah Smalltree, Editorial Director

    By submitting your registration information to SearchCRM.com you agree to receive email communications from TechTarget and TechTarget partners. We encourage you to read our Privacy Policy which contains important disclosures about how we collect and use your registration and other information. If you reside outside of the United States, by submitting this registration information you consent to having your personal data transferred to and processed in the United States. Your use of SearchCRM.com is governed by our Terms of Use. You may contact us at webmaster@TechTarget.com.

you receive, you will be allowed to edit the text. This feature does not allow you to alter the body of the email, so the integrity of the sender's message remains preserved.

Did you like this tip? Like or not, why not email us to let us know? Or visit our tips page to rate this, and other, tips.


This was first published in February 2001

Join the conversationComment

Share
Comments

    Results

    Contribute to the conversation

    All fields are required. Comments will appear at the bottom of the article.

    Disclaimer: Our Tips Exchange is a forum for you to share technical advice and expertise with your peers and to learn from other enterprise IT professionals. TechTarget provides the infrastructure to facilitate this sharing of information. However, we cannot guarantee the accuracy or validity of the material submitted. You agree that your use of the Ask The Expert services and your reliance on any questions, answers, information or other materials received through this Web site is at your own risk.

    Back to top