Deal screen does not transfer Notes and Tasks back to Contact screen

[Smiley_Nelson]

When I create a new Contact and associate the new contact with a Deal, the Contact shows up as a Deal on this beautiful screen that allows me to move the Deals around to my various Case Status Categories. And when I generate new Notes or Tasks in the Contact screen, they show in the Deal screen for that Contact. However, when I create new Notes or Tasks in the Deal screen, they will not show up in the Contact screen unless I click to add the Contact as an Associate for that one Note or Task. And the next Note or Task I create in the Deal window will not show up on the Contact screen unless I do the same thing – click to Associate the Note or Task with the same Contact name.

And I am concerned that I, or someone else, will open the client’s Deal window, and generate a new Note or Task and forget to click the Associate button, leaving me with a client’s info in two different places.

If so, is there a workaround to force the Deal screen to always transfer Notes and Tasks to the Contact screen automatically, as the Contact screen does to the Deals screen?

[karstenkoehler · Accepted solution]

Hi @Smiley_Nelson,

This is expected behavior and can currently not be customized, unfortunatley. See the table in this article: https://knowledge.hubspot.com/crm-setup/associate-activities-with-records

Notes created on the contact will be shown on the deal. Notes created on the deal will not be shown on the contact.

Other users have requested more flexibility here: https://community.hubspot.com/t5/HubSpot-Ideas/Control-timeline-activity-associations-to-associated-...

I'd recommend upvoting and commenting as the product team reviews these requests based on their popularity.

You can also make it easier for others to find this request by accepting my reply as a solution. I'd appreciate it, too.

Best regards!