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Link between Tasks in Contacts and Opportunities RRS feed

  • Question

  • When I create a Task in the Opportunity (make a call to a contact) I want that this task to appear in the Tasks for Contact. Can it be done somehow without repeating entries?

    Thanks

    Wednesday, October 17, 2012 1:53 PM

Answers

  • Out of the box - CRM should already roll up activities in this manner as long as the Opportunity customer is the Contact you want the records to roll up to.


    Jason Lattimer

    Wednesday, October 17, 2012 2:40 PM
    Moderator

All replies

  • Out of the box - CRM should already roll up activities in this manner as long as the Opportunity customer is the Contact you want the records to roll up to.


    Jason Lattimer

    Wednesday, October 17, 2012 2:40 PM
    Moderator
  • I want exactly this, but unfortunately it does not happen...
    Wednesday, October 17, 2012 4:08 PM
  • Would it be correct to assume you are using the Contact as the Potential Customer in the Opportunity and also the new Activity you are creating still has the original Opportunity as its Regarding object?

    Jason Lattimer

    Wednesday, October 17, 2012 4:20 PM
    Moderator