When you select an Email in outlook and clicks on Set regarding, a dialogue box appears.
The default entity in the lookup is Accounts.
Can this be changed to Contacts as it is usually Contacts that emails are set regarded to.
Comments
We track by Accounts. I would support having the option at the organization level, or the BU level to set the default.
Category: Microsoft Office Integration
I concur this should be configurable.
Category: Microsoft Office Integration
We track by Opportunities. Would be great to have an option to select different defaults.
Category: Microsoft Office Integration
We track by Opportunities. Would be great to have an option to select different defaults.
Category: Microsoft Office Integration
Administrator
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