We have just upgraded a customer on CRM Online to the Polaris update.
One thing we cannot work out is how to send an email directly to a contact from within the contact record.
The work-arounds we have found take many more clicks that the previous version which is odd.
1. From the contact record, switch to classic view, click Add ribbon then email. When finished the user needs to close and reopen the record to access the new version of the form.
2. Click the email address - opens a new email in Outlook. The client uses a Mac and so emails are tracked using the email router. This means emails sent from Outlook aren't naturally tracked, and can't manually be tracked from Outlook, defeating the point of sending email from CRM!
Is there a better way I'm missing?
The same also applies to other related record types (save tasks and phone calls) - it would be quite feasible for this user to regularly create cases from the account record.
