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Outlook Plugin Set Regarding No Longer Cache's Recently Set Regarding Objects?????? RRS feed

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    Hello World!

    Feel like I stumbled across a big issue with the CRM 2011 Outlook Plugin. Currently in our CRM 4.0 environmnet after setting an email regarding an object it caches the last 5 objects that the email was set regarding for. This allows the ability for our sales guys to quickly set emails regarding the last 5 accounts that they did this for. In my test environment for CRM 2011 everytime we click Set Regarding a popup comes up that shows accounts to select from. I understand that we can filter the popup to only show "My Accounts" or "My Contacts" but it would be phenomenal if we could have the cached capability back. Has anyone else experienced this after upgrading?

    Any help is greatly appreciated! Thanks!!

    Friday, November 11, 2011 11:44 PM

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    No sure about that but I have been using Outlook client for a while and it already has a list built up over a period of time and that shows up.

    I did notice one thing though... the drop-down list does not appear when you chooose the Set Regarding from the main Inbox. It appears when you select the set regarding after opening an individual mail.

    HTH

    Sam

    Web: http://www.inogic.com
    Blog: http://inogic.blogspot.com
    Email: news@inogic.com
    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    • Proposed as answer by Sam - Inogic Saturday, November 12, 2011 3:36 AM
    • Marked as answer by Pasha Rabizadeh Monday, November 14, 2011 5:19 PM
    Saturday, November 12, 2011 3:36 AM

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    I think it still does cache the recently used list. When i click on set regarding it does display the dropdown list of recently used records.

    Make sure you are on the latest rollups of CRM Client.

    HTH

    Sam

    Web: http://www.inogic.com
    Blog: http://inogic.blogspot.com
    Email: news@inogic.com
    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    • Proposed as answer by Sam - Inogic Saturday, November 12, 2011 12:01 AM
    Saturday, November 12, 2011 12:01 AM
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    Hi Sam,

    Do you have to Set Regarding a certain amount of objects before it builds that cache? I'm not seeing the drop down that I used to see in 4.

    Saturday, November 12, 2011 12:40 AM
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    No sure about that but I have been using Outlook client for a while and it already has a list built up over a period of time and that shows up.

    I did notice one thing though... the drop-down list does not appear when you chooose the Set Regarding from the main Inbox. It appears when you select the set regarding after opening an individual mail.

    HTH

    Sam

    Web: http://www.inogic.com
    Blog: http://inogic.blogspot.com
    Email: news@inogic.com
    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    • Proposed as answer by Sam - Inogic Saturday, November 12, 2011 3:36 AM
    • Marked as answer by Pasha Rabizadeh Monday, November 14, 2011 5:19 PM
    Saturday, November 12, 2011 3:36 AM