- Related activities
- Posted by Andrew Risbey [Cubic IT] on June 16th, 2006
I'm having problems getting activities to display for Related Records in the
Opportunity entity.
What I have is this: I create an Opportunity, then create a related Quote.
This quote has tasks associated with it and I want these tasks to display in
the Activities view for the Opportunity, as well as the Activities view for
the Quote. The default view for Activities includes Related Records - but
these tasks don't show.
First of all I assume a Quote related to the Opportunity is classed as a
Related Record for that Opportunity? If so, any ideas why the tasks are not
being displayed?
Any help much appreciated - all I want is for my customers to see everything
in one easy place...
--
Andrew Risbey
Cubic IT
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