Quantcast
Channel: Forums - Recent Threads
Viewing all articles
Browse latest Browse all 143529

CRM outlook plugin - Look up record wont change off of "Account"

$
0
0

I have been using the CRM outlook plugin with great success. 

As of recently, when I try to track an email from outlook to a case, I am unable to change the lookup view to Case. It defaults to Account but if I attempt to change it off of Account, it will not update the corresponding fields. 


Viewing all articles
Browse latest Browse all 143529

Trending Articles



<script src="https://jsc.adskeeper.com/r/s/rssing.com.1596347.js" async> </script>