5
K

Outlook client for CRM should allow sync'd tasks to indicate regarding account

KAY DITTLINGER on 7/27/2011 1:30:00 AM

We use tasks on cases. When the task sync's to outlook the regarding information only includes the case title. It would be helpful if it also including the case account so you could tell who the case was for. Perhaps using the category field in outlook. Then tasks in outlook could be sorted or searched by the account information.

Category: Email Management and Outlook Integration
STATUS DETAILS
Declined
Ideas Administrator

Administrator on 5/10/2023 2:53:09 PM

Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.

Comments

K

K

RE: Outlook client for CRM should allow sync'd tasks to indicate regarding account

Thank you for your suggestion. We will consider this functionality for a future release. Best regards. This posting is provided "AS IS" with no warranties, and confers no rights.

Category: Email Management and Outlook Integration