When I send an email in Outlook, I’m given the option of Message tools, see below, where I can select or unselect what to associate with the email. My co-worker doesn’t get these Message Tools. He just gets the Contact Information if he clicks into the CRM. What does my co-worker need to click on his settings to get the Message Tools?
Hey @NMunoz
Not totally sure if it will help you resolve your query but there is Knowledge related to this question you can take a look at and have an exact Idea of how to implement this on your portal: Set up the Outlook desktop add-in | Knowledge Base
Let me know if you have any followup questions.
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Hi Jigar -
I’m actually looking for a way to disassociate some objects from the e-mail. For example, if we have 3 deals going with one contact, and I want the e-mail to be associated with one specific deal, my co-worker isn’t getting the opportunity to make that choice, but I do.
I’m having the same issue with one of my coworkers. Are there any fixes yet?
Hi @astillman
Thanks for your comment! To ensure your question or topic gets the best visibility and a wider range of responses from the community, it’s usually best to start a new thread rather than adding to an older one.
A fresh post will help your query stand out to everyone who browses the forum, increasing the chances of someone with relevant insights or solutions seeing and responding to it quickly. Feel free to tag me in the post and I’m happy to get you started.
Best, Victor