After selecting an email in Outlook, Salesforce for Outlook side panel is not showing the case(s) for the contact (person account):
A case is established for the account but I can't see it in the side panel. If I type in the case number into the search field in the side panel, SFO finds it.
It wasn't a problem in the past so I'm not sure what I may have done that caused this problem. For some background, I tried to establish a second case record type but then it stopped working and I no longer can see "Record Type Selection" under my personal information. I don't know if this relates to the SFO issue but it occurred around the same time. I tried to undo all of my steps in creating a second record type, thinking that was the root of the problem, but so far nothing I've done has helped.
Thanks for your help!
1 respuesta
Hi Gayla,
Thanks for logging a support case about this question. It appears that one of the support agents is already working on it. Once you do get this resolved, please take a moment to share the solution with the community, should someone encounter a similar issue.
Thank in advance!
