Looking to build a search of incoming emails to a ...
# general
r
Looking to build a search of incoming emails to a customer and if we have replied, to remove the email from the list. - hope that makes sense.
k
@Ryan Longenecker depending on your record, you can build a search on that. I just built a transaction search (invoices) and dove into Messages... fields for criteria. You may be able to build it this way by also using expressions.
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r
Any suggestions about "marking" an email as "read" or "replied to" so it can be removed from a search?
k
@Ryan Longenecker it doesn't look like we can customize the email form, so I would see if Read Receipts can be used or put the field on the transaction record. If you create a main line search, you can use inline editing to mark it as read/replied. You'd probably need a workflow to clear that box when a new message comes through though and I'm not sure if workflows can go that deep with messages. Just throwing out ideas!
r
ok Ill check thank you!