2742587 - 1902- New Add Reference Options along with their search capabilities while associating the Email to an Account

With the 1902 release, when referencing an Email to an Account, there are 2 new options that has been added.

• Sales Quotes
• Sales Orders

We will also mention all their search capabilities.

Groupware -  Outlook Addin

1. Right click on the Email and click Add E-mail
2. Click on Add Reference and associate it to an Account
3. Once associated, rest of the options gets enabled.

The search capability of these options while referencing is as follows :

• Account : Search can be done by Name and ID
• Lead : Both ID and Description
• Opportunity : Both ID and Description
• Sales Quotes : Search works only for ID
• Sales Order : Search works only for ID

This is the current system design and behaviour of the system.

Search function, Add reference, Sales Order, Associate, Sales Quote , KBA , LOD-CRM-GW-OUT , Outlook , Problem