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Can contact lookup include the Account RRS feed

  • Question

  • When creating email, and using the "to" field, currently we can lookup a contact, but sometime the names are the same "John Smith" is there a way to include the account name in the lookup? (CRM 4.0) Thanks.
    Wednesday, April 18, 2012 9:21 PM

Answers

  • Hi,

    Unfortunately not - the ability to customise the party list look up view was a very welcome feature of CRM 2011.

    You have to tell users to use the properties button to check which company the contacts belong to. The other approach is to search for the contact first and then create the activity from there, so the to field is already populated

    Hth,

    Scott


    Scott Durow
    Read my blog: www.develop1.net/public
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    • Proposed as answer by Linn Zaw Win Thursday, April 19, 2012 1:03 AM
    • Marked as answer by crmdbrandt Saturday, May 5, 2012 11:51 PM
    Wednesday, April 18, 2012 9:55 PM
    Answerer