
When a contact is listed and highlighted, within an Opportunity, one can click on Call / Meeting / To Do etc and the new schedule activity box will appear and automatically populate the Activity Schedule with the Opportunity and Contact associated with it.
However the exception is when one clicks on a New Note:
The new Inserted Note is automatically associated with the opportunity but one loses the association with the contact.
Net result is that from a New Insert Note box, the opportunity is automatically populated, but one has to chose from ALL Contacts at the top, to select the named contact in the opportunity.
This does not seem logical. Am I making a mistake or is this how it should be?
thanks for any suggestions
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