01-06-2010 12:45 AM
Hi Looking for HELP with 2010 Opportunities..
When a contact is listed and highlighted, within an Opportunity, one can click on any Activity/Call/Meeting etc and the new activity box will 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 Opportunity is automatically associated with the note, but one loses the association with the contact.
Is there a better solution?