Use the General page to define basic properties for Business Objects
linked to Outlook e-mails. Define potential link items to show for the
identified Customer: If an Outlook Integration Configuration identifies a
Customer (based on the
Customer
Identification settings), but cannot find a definitive Business Object
to link to, it suggests potential link items that the User can select from. The
options in this area determine which Business Object Records the
Cherwell Outlook Add-In lists as potential link items.
To define general properties for Business
Objects linked to e-mails:
Related Items
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Lists the most recent records based on a
specified
Relationship (ex:
Incidents associated with the identified Customer).
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Main <Business Object> Only
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Lists only the identified Customer as a link item.
Note: This option is only
applicable if the Business Object selected on the
Objects
page is a Customer Object (ex: Customer - Internal). In this case, using
a Relationship does not make sense because the linkable object is the Customer
Record itself (rather than a Business Object related to the Customer Record).
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If Customer is not part of the Customer bus-ob
group, automatically determine potential link items
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Lists related Business Object Records for an
identified Customer who is not part of the
CSM Customer Business Object Group (ex: an external Customer Business
Object). In this case, the system searches all of the Relationships for that
object until it finds one whose child type is the same as the Business Object
specified on the
Objects
page.
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Allow Creation of new <Business Objects (ex:
Incidents)> from Outlook
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Allows Business Objects to be created directly
from the Outlook Add-In. If this option is unchecked, the Create Behavior page
disappears.
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Display New Record before Saving
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Shows new Business Object Records created from
the Outlook Add-In before being saved in
CSM. This gives the User a chance to tweak records and potentially fill
in required information that could not be determined automatically.
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