Associate by default a Deal Note to Contact(s)

Gabriel_Guigue
Contributor
5 Replies 5
jennysowyrda
Community Manager

Hi @Gabriel_Guigue,

 

For information on the default behavior for when activities log to different records, I wanted to share this resource.

 

Thank you,
Jenny

0 Upvotes
Gabriel_Guigue
Contributor

Thanks Jenny but I'm afraid this does not solve my problem...

What I need to do here is to automatically associate the Deal Note I'm creating, to the same contact already linked to the Deal.

AlPal
Participant

Agree, this would be really helpful!

For some reason it seems to usually (not always) work in the other direction, meaning Notes on Contacts auto-write on the associated Deal, but never in the Deal --> Contact direction. 

 

I also want to enable this by default in both directions, thanks

StephARG
Participant

Hi Gabriel,

Did you ever find a solution, or work-around for this?
It's ever so frustrating!!

 

Thanks,

Steph

Gabriel_Guigue
Contributor

Unfortunately not ...