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Using ACT!2010 I have noticed when a follow up is created in an Opportunity and the follow up activity is completed it is only putting the details in the contact history (if a contact is associated to the oppertunity) but it is NOT adding it to the oppertunity history.  This makes it difficult to manage and follow up on activites on the oppertunites having to look at the contact record.

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Roy Laudenslager joined TechBenders in 2005. Tech Benders literally wrote the books on Act! – also the lynda.com training videos. We specialize in improving your bottom line with effective CRM usage, custom Act! reports and Act! database repairs and conversions.

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