Can the CRM Fields section in an email be moved to the main form? RRS feed

  • Question

  • When you are in Outlook and composing an email (From Outlook), the "CRM Fields" section is a button on the ribbon.

    You have to click this and then navigate to the CRM fields you want to select.

    For most users, having to click on a button that takes them away from the main email is not intuitive, slow, hard to navigate.

    Is there any way to have the CRM fields be shown on the main email form/window?

    Wednesday, May 7, 2014 1:56 PM


  • Not really. That's an extension/change to Outlook, not CRM.

    The postings on this site are solely my own and do not represent or constitute Hitachi Solutions' positions, views, strategies or opinions.

    Wednesday, May 7, 2014 4:19 PM