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Regular Contributor
phonelady
Posts: 104
Registered: 11-24-2008
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Problems filing email in CRM 7.0 & Outlook 2010

Hopefully there is a setting to fix this....

 

When you file an Email from your Outlook 2010 Sent Items folder, CRM wants to file it under your name, not who you sent the email to.   We were using CRM 6.2 and Outlook 2003 for a long time, and it used to be that if you filed an email from Sent Items it would match on the "To" information.  

 

Any suggestions?