Saving Email to Opportunites - Outlook toolbar
The saving email to Opportunity function using the Outlook tool bar seems to pre-select every Opportunity associated to that entry.
In turn this now saves the email to each one unless you remove the check-boxes manually - not good if there were a large quantity of them.
Could the default not be to have any selected and the user selects the correct Opportunitie(s)?
Great suggestion. This has been implemented for both saving emails to opps and cases through the Outlook Add-In Toolbar. The feature will be release in our Winter Release near the end of the year. Thanks everyone!
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Herbert Yen commented
Another suggestion is to only select open opportunities by default.
It adds a lot of steps to go through and un-select every opportunity that's been pre-selected, especially when working with a customer that has a long history.
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Paul Battaini commented
Or a default to select the most recently created Opportunity?