How Does Outlook Add-in Decide Which Account to Show — Cloud Customer Connect
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How Does Outlook Add-in Decide Which Account to Show

in Sales 1 comment

Summary:

When using the Outlook add-in, the system selects an account linked to the contact’s email domain. However, the account shown is not the expected parent account, but another one related to the same domain.


How does the add-in determine which account to display when multiple accounts share the same domain, and can this be configured to prioritize the parent account?

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