Sales Contacts (Office)
This form displays a subset of the fields from the Sales Contacts form. Open this form from within the Contacts tab in Microsoft Outlook, so it is not available from the CloudSuite Business Explorer.
This embedded form is filtered to display information for the currently selected Outlook contact. In order to view this form in Outlook, both of the following must be true:
- You selected the Display Sales Contacts form in Outlook, Contact on the Outlook Add-In Options dialog box, and
- If you are in an on-premises environment, you have an CloudSuite BusinessOfficeIntegration license.