Linking meetings to accounts and/or opportunities

If I create a meeting via the subpanel of an opportunity, that meeting is not shown in the subpanel Meetings of the account which is linked to that same opportunity , why is that ?

Parents

0 Dmytro Chupylka over 4 years ago

Relation logic is in the platform core and has a fairly boring technical explanation.

Nevertheless - from the business perspective - to be informed about future activities regardless of entities those activities are physically related to in Sugar - this challenge is solved with Need ToDo Viewer Addon

You may read here https://integroscrm.com/need-todo-viewer/

Best Regards,
Dmytro Chupylka

integroscrm.com
We make work in Sugar CRM system faster, more convenient and efficient

Reply

0 Dmytro Chupylka over 4 years ago

Relation logic is in the platform core and has a fairly boring technical explanation.

Nevertheless - from the business perspective - to be informed about future activities regardless of entities those activities are physically related to in Sugar - this challenge is solved with Need ToDo Viewer Addon

You may read here https://integroscrm.com/need-todo-viewer/

Best Regards,
Dmytro Chupylka

integroscrm.com
We make work in Sugar CRM system faster, more convenient and efficient

Children

No Data