SAP Knowledge Base Article - Public

2742583 - List of Search Options Enabled for Individual Objects of an Account in Outlook Add-In Side pane

Symptom

You can search individual objects of an Account. (i.e) Activities, Opportunities, Sales Quotes, Sales Order etc in the Outlook Add-in Side pane.

Environment

SAP Cloud for Customer - Outlook Addin (Client side)

Resolution

  • From release 1902 onwards, there is a new search feature that has been enabled in the Side pane of the Outlook Addin.
  • This will allow you to search the objects via their ID's as shown below:

Outlook Addin Search feature.jpg

  • For these objects such as Activities, Opportunities etc, at any given point of time, you can see and select only 2 columns.
  • In order to see the ID column or any other column, simply right click on any of the column as shown and select.
  • Depending on the object, the column names will be displayed.

Column options.jpg

  •  Here is the list of search options that are supported for different objects:
  1. Leads - ID, Name and Status
  2. Opportunities - ID, Name and Status
  3. Campaigns - ID, Name and Status
  4. Activities - Only ID
  5. Sales Qoutes - Only ID
  6. Sales Order - Only ID

 

Keywords

search option in side pane , search objects, outlook add-in , KBA , LOD-CRM-GW-OUT , Outlook , How To

Product

SAP Cloud for Customer add-ins 1902