03-15-2019 09:07 AM
When I create a history for Opportunities, is there a way to automate the association of that history with the contact that is included on the Opportunity?
The reason for this, is that our users want the Opportunities history to be on the Contacts history as well.
If not, Is there a plugin that can achieve this?
I know this can be done manually by adding the contact name to the Opportunities history, but this is too many steps for our users to do on a continual basis.
I am using Act v21.0.295.0 Update 5
03-18-2019 05:55 AM
03-20-2019 12:02 AM - edited 03-20-2019 12:03 AM
There is and you can find it at Free Act Addons
It was broken with the release of version 18.2 and never fixed. Refer this discussion https://community.act.com/t5/Act-Premium/Act-18-2-Breaks-Writing-of-Opportunities-History-to-Associa...