When creating a new case from the outlook side panel, we would like to modify the fields displayed when searching the contact in order to find and select the correct contact.
Currently we only have the contact full name (first name + last name) and besides, the account. But it's not enough, we would like to add the contact field status. Below a screenshot (in french)
3 réponses
Hi Sara,
I guess this is how it works, it displays the full name and account name.
But there is a possible workaround, can you give it a try?1) Create a formula field which concatenates the account name and other search fields together, call it something like search helper. Refer to the example below:
Account.Name + " " + Status__c
2) Edit the Search Result layout and add the new field at 2nd place
3) Notice if the problem has been resolved
Considerations :
- The width allowed here is very small, so consider adding field with small width or truncate the account name to first few letters
- Only one field is allowed after the contact name
Let me know if this works. Thanks
Regards,
Shekhar
