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Rob@NRP
Outlook Connect Synch Email to Related Custom Object
We've downloaded Project/Issue Management from Salesforce Labs, and I'm struggling with adding emails from Outlook into the appropriate Project or Issue in Salesforce because when using Related To, it only shows me the Project or Issue Number...not the name or anything else descriptive that would help me associate it correctly.
Is there something I'm missing with regards to pulling down different columns of data in the Outlook Connect to help me identify the right item?
Thanks,
Robert
CEmanager
Bump, we have the same issue right now. The standard objects work fine however non of our custom objects will work with anything other than the account name field. We would like to relate them with the contact email address the same way standard objects do.