Possible to automatically "set regarding" from open entity when using the new "create" button? RRS feed

  • Question

  • Hello,

    I am using the new CRM Fall release and quite like it. If I am at a contact view, however, I would like to use the quick create button to create a task, phone call, email, or event... 

    but, it doesn't appear to automatically associate the activity with the open contact.

    Is there a setting somewhere to turn that on?

    Thursday, October 31, 2013 3:03 PM

All replies

  • The quick create form is not context sensitive. Creating a task related to a record such as Contact can be done on the record itself in the "social pane" activities tab:

    Follow me on Twitter: @PekkaSahlsten

    Thursday, October 31, 2013 6:02 PM