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Appointments, Activities Related Records RRS feed

  • Question

  • Hi Guys

    I have an issue with the "Related Regarding Records history Account"

    The phone activity History seems to move with the contact  when the primary Account changes on the contact record

    Why does this happen and how can we stop this ?

    I have an example 

    Bob Jones's primary account was BHP limited and all his history around appointments is still there, but when we change Bob Jones's primary account to Shell Corporation, all the conversation and history is moved to the Shell Corporation Account. This is then filtered up to the Shell Corporation company parent history. Is there any way of stopping this or am i viewing the data in a different way ?

    cheers


    Van Tay Le

    Tuesday, October 22, 2013 6:16 AM

All replies

  • If you want to keep the historic data separate perhaps you can clone the contact record, and deactivate the original so that activities remain with the old contact (and the old account) and then your new contact can be linked to the new account, and any activities going forward will display under that account.

    Hope that helps

    Paul


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    Wednesday, October 23, 2013 7:40 AM