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Outlook Plug In - Sync

edited Nov 22, 2019 5:53PM in CRM 1 comment

Is there a way to limit the Outlook Plugin to default to showing open cases? Currently, if I'm in an email, it shows oldest 5 cases first yet they are closed cases. Is there a way to default this to show only open cases? As an example, i see 5 cases and then "View all 670". This requires that I clikc the View all 670 link in order to find the appropriate open case to attach the email to. It tends to lock up when the numbers are this high.

Thanks for your help!

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