Hi,
In Sugar 7.x when you add any activity, Calls, Meetings, Task, to an Opportunity it doesn't seem to roll-up to be viewable at the Account detail overview screen.
Any idea how to make it so please?
Hi,
In Sugar 7.x when you add any activity, Calls, Meetings, Task, to an Opportunity it doesn't seem to roll-up to be viewable at the Account detail overview screen.
Any idea how to make it so please?
It's just a way to use the system.
In the admin section you can set the following parameters for related contacts emails:
So the only thing you have to do is to link all contacts being involved in an opportunity with their role to the opportunity (what really makes sense). That is the designed way to bring contacts to opportunities. The same is done by default with accounts as you have a parent account for each contact.
If you do so and set the above flags you will see all emails from linked contacts in the opportunities subpanel.
Harald Kuske
Principal Solution Architect – Professional Services, EMEA
hkuske@sugarcrm.com
SugarCRM Deutschland GmbH