How to Create a Custom List View to Work with Closed Cases or Opportunities¶

By default, LinkPoint Connect(ME) Sidebar only displays non-closed Cases or Opportunities, filtering the closed ones for objects view focusing considerations. However, in case you also need to review or work with closed Cases and Opportunities, you can configure a custom Salesforce list view to be used in LinkPoint Connect(ME) to also include closed ones into view scope.

Follow the steps below to create such view:

1. Log in to your Salesforce account, select the Cases or Opportunities tab and create a new list view, e.g. All Cases

>>Click to see an animation<<

2. Open LinkPoint Connect(ME) Sidebar in MS Outlook Desktop or On the Web version and select Menu > Customization

3. Find the Support Case or Opportunity object in the Customization page’s central pane and expand Other settings

4. Set the new list view created on step ( 1 ) in:

The global search view picklist if you want to search among all Cases/Opps using LinkPoint Connect(ME) search
The contextual search view picklist is you want LinkPoint Connect(ME) to display closed Cases/Opps in the Sidebar after you select an email or event, along with non-closed ones

5. Now you will see closed Cases or Opportunities along with non-closed ones in the Sidebar and be able to search among them.

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