Feb 11, 2020 2:24 AM
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.
Mar 2, 2020 3:17 PM
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