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

Hi everyone, 

I noticed that when adding a Note from an Account record, the "Related To"" field is automatically filled with the account name. 

For exemple : I want to create a Note from my account TEST TRINH

The "Related to" field is already filled with my account name TEST TRINH

However, when creating a Note from another module (e.g. Call, Metting, etc.) the "Related To" field remains emtey, requirig manual input.

Questions : 

- Is this the intended behavior ? If so, why the diffirence between modules ?

- Does the auto-population depend on the module (eg : does it works for Calls/Meeting but not for Accounts) ?

- Are there any workaround or configurations to enforce auto-filling for all modules ?

Thanks in advance for your help !

Phuong

Parents Reply
  • Hi  ,

    The 'meetings_notes' relationship is the expected relationship so I'm not sure why the 'Related To' does not populate as expected. The 'note_activities' relationship is different than what I was referring to when I mentioned activity-based relationship. When creating a relationship for a module, you can specific the related module as 'Activities' which forms a relationship to activity-based modules (calls, emails, meetings, messages, notes, & tasks). That doesn't appear to have been done here so the 'meetings_notes' relationship is the only relationship of note. 

    If you don't know of any customizations done to the calls or meetings modules that may impact this functionality, I recommend filing a case with Sugar Support to troubleshoot further. There may be an old subpanel definition from a prior release causing a conflict and preventing the 'Related To' field from populating.

    Chris

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