Why can’t I see a contact’s form submission after merging companies?
SOLVE
My assumption on this is that the form submission triggers a timeline sync to the company when the form submission happens on an associated contact, not at all times. Technically speaking when the form submission happened the contact wasn't a contact associated with the company, so the form submission didn't happen on the company record. I've seen a few times where merged records don't push timeline updates to associated records but this seems to be the way it currently works!
Tom Mahon Technical Consultant | Solutions Engineer | Community Champion Baskey Digitial
Why can’t I see a contact’s form submission after merging companies?
SOLVE
My assumption on this is that the form submission triggers a timeline sync to the company when the form submission happens on an associated contact, not at all times. Technically speaking when the form submission happened the contact wasn't a contact associated with the company, so the form submission didn't happen on the company record. I've seen a few times where merged records don't push timeline updates to associated records but this seems to be the way it currently works!
Tom Mahon Technical Consultant | Solutions Engineer | Community Champion Baskey Digitial