Workarounds from old Connect site need to be migrated to Ideas
CRM App for Outlook makes it hard to the case or opportunity you want set regarding
CRM App for Outlook makes it hard to the case or opportunity you want set regarding.
1) If your sending an email, there is no way to set regarding from outlook. You have to wait until it's sent then go back into you sent item, then manually have to lookup the case/opportunity you ...
Category: Email Management and Outlook Integration (292)
Change (or add option) so only email attachments are limited in size
allow setLookupTypes to work on the mobile platform
On lookup attributes there is a undocumented(unsupported) function called setLookupTypes that allows you to configure the default entity for a lookup and let you control which entities are shown in the "Look For" dropdown. For example if you only want phone calls regarding an oppor...
Category: Customization and Solutions (2)