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Removing Contacts from Opportunities doesn't remove Company

Nickel Contributor
Posts: 898
Country: USA

Removing Contacts from Opportunities doesn't remove Company

ACT! by Sage Premium 2010 Version 12.1.181.0, Hot Fix 4.

 

Issue: Upon removing Contacts from Opportunities, the Company remains in the Opportunity Associations box.

 

Steps to recreate:

1. Create an Opportunity.

2. Associate one or more Contacts to the Opportunity.

3. Upon clicking View > Refresh I see both contact names listed in the Association box under Contacts and their company names under Companies.

4. Remove one or more Contacts to the Opportunity.

5. Upon clicking View > Refresh I do NOT see the contact names listed in the Association box under Contacts, but I DO see their company names under Companies.

Dan Pisano
ACT! Certified Consultant
The Dapian Group, LLC