01-03-2017 04:39 AM
When clearing an Activity and scheduling a follow up I have noticed that the association with the related opportunity is not being retained.
Bit of a nuisance! I have tried with v17 and v18
01-04-2017 01:46 AM
I've tested this behaviour in Act v18.2 update 4, and follow up activities are maintaining associations with Opportunities correctly.
Please could you let us know which exact version of Act! you are using?
Please can you also list the steps you are taking which result in a follow up being created that is missing the associated opportunity?
01-12-2017 07:16 AM
Apologies for late reply - emails ended up in spam(now Whitelisted)
I am currently running with v18.2 Update 2
01-12-2017 07:32 AM
Thanks for the update.
Where are the activities cleared/rescheduled from - the task list / calendar / contact activity tab or from the opportunity itself in list view?