Is it possible to search on more than just the "Standard" field in a custom object when relating an email to that object. If you set the object name field (Service name in the illustrated example, attached) to an Auto Number then end users need to know that number to relate email to it. This is problematic as they may not have that number readily available or even have SF open. The alternative is to use "Text " as the type for the object name which requires them to name each record in that object. The look up in Outlook Connect may be a bit simpler as they can search on text that they probably are more familiar. This becomes a problem as many of these objects are added and it becomes hard to distinguish between them. 

 

Neither solution seems to work well (unless there is a way to search on multiple fields from within Connect)

 

Any ideas/solutions.

 

many thanks 

I would like to allow only limited Account information to those who don't belong to the group that owns the specific account. Record type will not help as far as i can see as i would have to have separate profiles (they are all sales reps of the same profile).

Thoughts?

Thnaks

Is it possible to search on more than just the "Standard" field in a custom object when relating an email to that object. If you set the object name field (Service name in the illustrated example, attached) to an Auto Number then end users need to know that number to relate email to it. This is problematic as they may not have that number readily available or even have SF open. The alternative is to use "Text " as the type for the object name which requires them to name each record in that object. The look up in Outlook Connect may be a bit simpler as they can search on text that they probably are more familiar. This becomes a problem as many of these objects are added and it becomes hard to distinguish between them. 

 

Neither solution seems to work well (unless there is a way to search on multiple fields from within Connect)

 

Any ideas/solutions.

 

many thanks