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As we look to expand the functionalities of the LRM, we have had a number of requests to implement Outlook integration with LRM. While testing out these functionalities, we encountered and issue where emails sent and tracked through Outlook did not appear under the communications and notes section! Due to the confusing nature of this, we decided to implement what is referred to as the "Social Pane," and updated version of this section available after the upgrade this summer. This pane will conveniently display all activities in one list, with the option to filter them as well.

  

The functionality of this section is similar to what was previously available, but now things are located in slightly different places. Rather than the previous plus sign to the right to add new activities, there is now an "Add Phone Call," "Add Task," and ellipsis to add new activities. Within this ellipsis are activities such as an email, appointment, case competition, event, and others.

  

To filter the activities, click the filter button on the left side of the screen. Then, only check the types of activities you would like to see.

 

It should also be noted the Notes section now appears to the right of the "Activities" tab on the top left of the Social Pane.


For more information on adding an activity to a person, please refer to the article Add an Activity to a Person Record. For engagement activities, view the article Record a WSB engagement activity with a company.