This is more of a "can i do it" post instead of a "how" post.
I wish to improve the handover process in my area. Or even picking up where a colleague left off due to longterm sickness.
We contact multiple customers by email and when handover occurs these emails are usually saved and forwarded on. However usually doesn't contain the full picture.
Im wondering if it be possible for when emails come in (or go out) a copy is saved to sharepoint categorised by customer. This would hopefully be done by looking at the subject and seeing [customer number][customer name]
I would assume we would need to host an excel spreadsheet on sharepoint as well to vlookup which folders are correct.
Hope i explained this clearly enough. But do you think its possible or am i being too ambitious?