So we have Outlook 2010 and we have several public folders... we are trying to have a button that once clicked, the message is categorized and copied to a public folder (which happens to be linked to our CRM software).
Now quick step has that , when you click on the button it eventually copies it to the public folder (granted you have to do the work around of creating the quick step button, then dragging the message yourself to the public folder the first time to have the public folder show as an option in the quick step settings). I am currecntly trying to make a policy that would do this automatically (creating the quick step button which will have the public folder as a destination folder). The same message should be also categorized with the green color and named CRM...
P.S: talking abotu categories and all... any way of having the category button in the compose window toolbar?
any ideas?
