Change the “Regarding” on an E-mail in History

Perhaps you’ve made this mistake.  I know I have.  I’m in a rush.  An e-mail comes in that I want to track in CRM.  I click “Track in CRM,” then I click “Set Regarding.”  Assuming that that my smart computer has identified the right company, I just click okay without really paying attention.  Later, I realize that the e-mail has been associated with the wrong account.  Not to worry.  This can be fixed.  Here’s how:

1.   Simply go into the opportunity (case, account record, contact record, or whatever) and delete the e-mail from the history within CRM

2.   Go back to outlook, highlight the e-mail (do not open) and then press the "Track in CRM" button. CRM will say that the e-mail is already being tracked in CRM and would you like to make another copy. Answer Yes.

3.   Now when you double click the e-mail you will notice that the regarding field is cleared and you can re-associate it to the correct record.