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- Dec 6, 2005
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I've been struggling with coming up with a form that is both email and tasks combined. You can't change the tasks form front page, so I've been trying to change the note (message) form. But of course custom note forms don't work so well...
So what is the best way to go about this, and keeping it inside Outlook? We require more customization than the tasks form gives us like requester, tech assigned, manager, progress, resolution, type (a drop down box of our different support types) etc... Also we want to be able to receive and send emails from this form to end users, some not using Outlook. They don't need to see the form themselves, but we the fields in the form to stay populated no matter how many times we correspond.
Another curve ball is that we would like a work order # that stays consistent, no matter how many emails get sent back and forth inside the ticket. It's also required that this correspondance updates inside the message body, so we don't have to shuffle between multiple tickets.
So what is the best way to go about this, and keeping it inside Outlook? We require more customization than the tasks form gives us like requester, tech assigned, manager, progress, resolution, type (a drop down box of our different support types) etc... Also we want to be able to receive and send emails from this form to end users, some not using Outlook. They don't need to see the form themselves, but we the fields in the form to stay populated no matter how many times we correspond.
Another curve ball is that we would like a work order # that stays consistent, no matter how many emails get sent back and forth inside the ticket. It's also required that this correspondance updates inside the message body, so we don't have to shuffle between multiple tickets.