#58 Keeping Outlook from Deleting Meeting Request Emails

As you probably know, more and more people are using meeting requests in Outlook to set up appointments with clients. The meeting in Outlook becomes an appointment in Advisors Assistant if you’ve set up the Outlook Sync in your Advisors Assistant User Preferences.

One of the rarely-known defaults of Outlook is that when your client accepts the meeting, the emails disappear from your Outlook Inbox. By default, Outlook moves them to your Deleted Items folder. If you empty the Deleted Items folder when exiting Outlook, the only evidence of the meeting is in your Outlook Calendar.

There is a setting in Outlook that tells Outlook to leave the emails in your Inbox. In Outlook 2010 and 2013 click on File | Options | Mail. Then scroll down to Send messages. Scroll down and uncheck “Delete meeting requests and notifications from Inbox after responding.” Be sure to click OK to save your changes.

By unchecking the box above, you can keep your meeting requests and responses until you’re ready to delete them.