Comments (6)
Click “add” to add the setting (it is added with the default value). Then you can click edit to edit the value.
Hope that helps!
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I am still having trouble with this. I made the change in the picture below so that Set Regarding defaults to Contact and published changes, but still doesn't work. Am I missing something in the process? Is there anywhere I can set all lookups to default to Contact rather than Company?
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Can you try contact all lower case and no leading or trailing spaces - are you using set regarding in the legacy outlook client or app for outlook?
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from orgdborgsettings.
from orgdborgsettings.
Is there any way that I can make teh initial list that comes up to be Contacts rather than Accounts?
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