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Parent Account To child Account Realtionships RRS feed

  • Question

  • We have one account, A1, that is assigned to X1.  
    Under A1, there is a child account called A2.  A2 is assigned to X2.

    When X1 adds a Note/Task etc to A1, it is automatically replicated to the A2 child account, even though A2 child account is not assigned to X1.  This is causing some confusion to those sales people who are assigned various A1 child accounts.

    I believe that this is also occuring for other parent/child accounts which are not assigned to the same sales person.

    Is there definitely no way to stop Notes/Tasks etc being replicated to child accounts that are assigned to other sales people?
    Tuesday, June 16, 2015 4:46 AM

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