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