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Change default view from Contact Person to Customer in the Outlook app

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Posted on by Microsoft Employee

Hi

In my organisation all communication should be tracked on the Customer and not on the Contact Person. Therefore we would like to change the default view when tracking emails to always look on the Customer entity and not on the Contact Person. Is this possible? and if so, how?

Thank you

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Change default view from Contact Person to Customer in the Outlook app

    Hi

    I don't mean the "Contacts lookup view (default)" but rather that it does not look at Contact Persons but on Customers. This issue arises when the email is from a contact that is in the system.

  • Suggested answer
    Nya Profile Picture
    Nya 29,058 on at
    RE: Change default view from Contact Person to Customer in the Outlook app

    Hi,

    Do you mean to set the default view in the following screenshot?

    pastedimage1639040227247v1.png

    If yes, it cannot be customized unfortunately.

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