CiviCRM Community Forums (archive)

Oops, I think I posted in the wrong forum. This should really be in the Using Core Function one.

Anyway, part of my job responsibilities involve emailing out a California Medical Credit (CME) Verification Letter after one completes a course and when one requests it. I previously use CiviCase to track this kind of requests, but it is getting to a point where I receive a lot of requests and it is too time consuming to create a CiviCase for each request. I also notice that I don't need CiviCase to keep track of each step because I need to use another website to input their information. But if a member asks me to pull up a list of CME that one earns, I need to pull it out fast.

Since I am emailing those CME Verification Letters to them anyway, I am thinking of BCC-ing a copy to the doctors and have it track as an Inbound Email Activity. But I am also using it to store other kinds of email communications, so I wonder if I should delete other kinds of previously stored Inbound Email Activities and only store the CME Verification Letter from now on? Is this a good way to solve my problem? Or is there other advice that you think it will be better?

Thanks again for helping me out.

- Aaron