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JShaffer
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Jessica Shaffer

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catan on January 30, 2020
Control timeline activity associations to associated objects (contacts/ companies/ tickets/ deals)
Currently, according to this KB article , there are certain set rules for activity associations: Generally, activities logged on a contact record will be automatically associated to the record's associated company and the associated five most read more
Reply Idea Contacts & Companies Deals Tickets
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JShaffer
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June 10, 2022
The irrelevant associations really clog up the company and deal records. Not only that, but sometimes they can cause a deal to close incorrectly. If ...read more
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