5

When a new email is tracked in the Outlook Client and there is a contact not existing (name is in red) and you click the name and click Create a Contact. This will bring up the Contact Page for this newly created contact. When I attempt to enter a Company Name (Account) through the Look Up field I get a Yellow Exclamation stating there are multiple records, however there is only one record. This does not occur when I create a new Contact through the Web version. This is affecting all of my users!


I have performed testing on this and narrowed down the issue where it only occurs when you are adding the Company (Account) to the Contact Record and click the Lookup More Records button and choose the Account from the Look Up Screen.


You will not encounter this error if you search for the Account and choose it from the list of 10 records that pops up. For example if you type in “Southern” and click enter then choose the Southern WA (one of our clients) record you will not receive the Exclamation Point Error. But if you do this same thing except you click on Look Up More Records and then Choose the Southern WA record you will receive the Exclamation error.


Our contact with Ledgeview has also tested this against other orgs and this occurs on multiple other orgs.


This will happen for anyone that utilizes the Create a Contact feature through CRM for Outlook when they try to add the Contact Company.


This does not occur on any other platforms, just through the Outlook Client.


I know this has NOTHING to do with Java Skript, so i do not need to disable that function.

STATUS DETAILS
Declined
Ideas Administrator

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Comments

S

Hello,

 

Could you someone let me know if this issue is currently being worked on or if it is in a queue to be worked on? I have not hear or seen any comments since this issue was first published over 3 weeks ago.

Thank you,

Michael Dodds

Category: Account, Contact, Calendar and Activity Management

S

Hello,

I wanted to follow up to see if anything has been discovered with this issue and if a timeframe has been discussed.

 

Thank you!

 

Mike

Category: Account, Contact, Calendar and Activity Management