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Categories CRM App
Created by Guest
Created on Jan 20, 2020

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Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit SPA-I-1109 Global Search on Save to CRM Add-in.

Ability to change Save to CRM default record Merged

At the moment, users can't change change the default in the search facility. Currently, it's set to an Opportunity, but having the flexibility to change this to e.g. Contact would speed up the process of finding and saving the email. 

  • Guest
    Reply
    |     Feb 1, 2020

    Or, use something like the CRM search where you can search multiple record types and turn off the ones you rarely use.

  • Guest
    Reply
    |     Jan 20, 2020

    Generally when saving email to the CRM it is saved against a contact. Having 'Opportunity' as the default search criteria means having to change this to 'Contact' everytime adds an unnecessary step in the process. Users should be able to choose their own default search criteria.

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