Looking for ways to have the Search options always visible in Outlook as it happens in web interface, I found a way that while is far from ideal, is close to what I was looking for and our users found it is very useful.
The way is:
- From Outlook, let’s go to any CRM option where the Search icon is displayed. example:
- There we click the right mouse button and select the “Add to Quick Access Toolbar” option:
- Now, we have our way to search by multiple entities always visible here:
Now, why did I told you that this was not ideal? Well, because at least in my case, I found that the search bar disappears once I closed Outlook. So, every time I open Outlook I must do the same steps.
They’re just a couple of clicks that will save me of doing many more clicks, but it would be ideal if the configuration is conserved.
Hope you like it and find it useful. Greetings!