01-31-2014 09:46 AM
I am the database administrator/billing guru for our company and lately I am having a problem with staff creating histories with the contact field blank. Is there a way to set it where they can't record a history if the contact field is blank?
It's now become one more check I have to do and it can cost our company money! Thanks, love this site, it's helped me tremendously.
01-31-2014 10:51 AM
It sounds like histories are being created for groups, companies or opportunities and they aren't being attached to a contact repord. Histories that are created for a contact would automatically have the contact name included.