Hello,
I was conducting a sales training course on tracking/set regarding in CRM for Outlook and one of the sales representatives has an interesting problem. When he went to set an email regarding a CRM entity, he had no "Look for" or "View" option in the Look Up Record window. He only has the option to "Search." And the only records he is able to search are Accounts. Everyone else is able to choose an entity and view in addition to searching (and they all have the same security role, so I don't think that's the problem). I haven't been able to figure out the problem...any help would be greatly appreciated, thank you!