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Forum Post: Re: CRM 2011 Workflow to copy email subjects, recipients and senders to a Note

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Sounds good! :-)

Yes, you will have to do what I mentioned above which is to trigger on Create and On Change of the regarding.  Then of course Check if the Regarding is a Contact or the regarding is an Account and branch from there...if the Regarding is a Contact, check if the Parent Account contains data...etc.  


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