Why is the "Related To" field not auto-populated when creating a Note from a record (while it works from Accounts) ?

Hi Phuong Trinh ,

I verified in a stock instance of Sugar that creating notes from the meeting or call record view properly inserts the corresponding record in the 'Related To' field of the note. The only time where I have seen this behavior previously is when there is a custom, direct relationship to the Notes module instead of the Activities-based relationship which forms relationships from the target module to all activity-based modules. Can you share a screenshot of what the 'Relationships' section in Studio looks like for either your Calls or Meetings module?

Chris

Hi Phuong Trinh ,

I verified in a stock instance of Sugar that creating notes from the meeting or call record view properly inserts the corresponding record in the 'Related To' field of the note. The only time where I have seen this behavior previously is when there is a custom, direct relationship to the Notes module instead of the Activities-based relationship which forms relationships from the target module to all activity-based modules. Can you share a screenshot of what the 'Relationships' section in Studio looks like for either your Calls or Meetings module?

Chris

Hi Chris Raffle ,

Thanks for replying me ! 

Here's the screenshot of relation Notes : 

Good evening Chris !