attached data in ms crm

When a new forms pops us in microsoft crm(after a call) under the filed subject (in the main area of the form where the attached data appear) all the attached data (automatic and mine(from startegies) appear. However, i want to appear only the attached data that i pass through the strategies and not all because this is confusing for the agents. I changed the option in URS automatic_attach to false, i restarted URS but still i see all the attached data.

Any suggestions?

I have installed a genesys express 4.2 and a gplus adapter for microsoft crm 7.2

Thank you in advance

Hi,

There is another option related to automatically attached data - option “report_target”. Check this one if it is set to “false”.

If the issue still persists please post a screenshot here. Maybe we find where the attached data come from by the keys’ names.

René

1 Like

Hi René.
This was the solution. Thank you very much for your quick response and for the correct answer.