Outlook Integration - Save email as OPEN activity

Question

Our client would like to request that, in Outlook Integration, emails be saved as OPEN activities, rather than automatically closing them.  Since the activity is closed, the customer has no way to make further changes to the activity; the only way to do so is to create a followup.  However, a followup is a separate activity, which makes searching through them more difficult.
Here's the scenario the customer would like to be able to perform. An email is saved as an OPEN activity. Since it's still open, the customer can use the BROWSE button to add additional documents and files that are relevant to the original email. When the customer feels that all relevant documentation has been added, the activity can be manually closed.
The customer feels this would give them the ability to achieve their goals, while making information searches easier.
Thanks,
Dave

Answer 1

Hi David,
I understand your request; it was something that was discussed with a client. How I presented it to them is that it is ideal that it's closed (locked) as that way they know they have a copy of the original correspondence and it has not been edited (purposefully or accidentally).
The process that was implemented is an Activity is created that is like the main Activity for tracking purposes and in the Content tab, include in the notes the activity # of any related saved emails. Not ideal but a lot of the saved emails have financial implications so it was an easy workaround for them to accept.
Heather