Suggested by Stuart Hardman – Under Review
When converting a Contact to a Customer using the Outlook integration it suggests Contact Conversion Templates that are filtered based on Contact Type.
IE if an email is received from a Person Contact related to a Company it will only show Contact Conversion Templates for people (not companies). When the Contact is converted to a Customer it takes the Person Contacts details on to the Customer card NOT the Company Contact that the person is associated with.
Status Details
Thank you for your feedback. We are considering adding it to our (longer term) roadmap.
Your help is greatly appreciated, Mike Borg Cardona - Product Manager at Microsoft