A common question or request that has surfaced lately is how to flag e-mails as "filed" in some way when you've added them to SalesLogix using the Outlook2CRM functions. Well, good news. There will be limited support for this out of the box in the next version of Outlook2CRM. In the mean time, here's how you can do this now, in your current version of Outlook2CRM.

What we'll be doing for this solution in this post is using the "categories" in Outlook to indicate that the e-mail has been filed. This way, we'll have a visual indicator that the e-mail has been filed in SalesLogix already. The great part is, that because Outlook2CRM is customizable and exposes the native Outlook MailItem to you via the API, this customization will be a breeze.

In the scripts that fire as the event handlers for each Outlook2CRM button, you'll need to add the following code to the end of the existing code:

Dim mail

' Grab the current MailItem from the Outlook2CRM API
Set mail = Addin_NativeMailItem

' Categories are comma-delimmited. Check if the item already has categories
If Trim(mail.Categories) <> "" Then mail.Categories = mail.Categories & ", "

' Add the new category and save the MailItem
mail.Categories = "Filed: SalesLogix Ticket"
mail.Save

Set mail = Nothing

That was pretty easy, right? The result will be as shown below.

Not bad. A quick tweak that took only 2 minutes to make that will sure make your users happy.