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I am having the following issue
when USERS use " SET REGARDING " function in OUTLOOK 2016 to link an email to the CASE - CRM opens up LOOK UP RECORDS WINDOW - when the USER selects CASE entity and " CASE ASSOCIATED VIEW " to search the CASE - it doesn't display any results but the same works for " Contacts " and " Organisations "
Has anyone come across this problem ?
Case associated view cannot show anything, because no case were associated earlier. But how it is showing Contacts - could be from the attendees (parties). This is my guess.
Anyway the user should be able to search for any Case/Contact he want to Set as regarding. Is that working?
Thanks Arun for your reply. My apologies - its not " CASE ASSOCIATED VIEW " but " CASE LOOKUP VIEW" - it works both for Contacts & Organsations but not for CASE entity. This functionality was working earlier, but for some reason it stopped working today.
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