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Scheduling a Follow Up is not retaining Opportunity Association - Act for Web

Copper Contributor
Posts: 45
Country: United_Kingdom

Scheduling a Follow Up is not retaining Opportunity Association - Act for Web

Hi

 

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

Glenn Lye
glye@crmdata.co.uk
07827 643672
Administrator
Posts: 4,024
Country: United_Kingdom

Re: Scheduling a Follow Up is not retaining Opportunity Association - Act for Web

Hi There,

 

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?

Copper Contributor
Posts: 45
Country: United_Kingdom

Re: Scheduling a Follow Up is not retaining Opportunity Association - Act for Web

Hi Gary

Apologies for late reply - emails ended up in spam(now Whitelisted)

 

I am currently running with v18.2 Update 2

Glenn Lye
glye@crmdata.co.uk
07827 643672
Employee
Posts: 37
Country: United_Kingdom

Re: Scheduling a Follow Up is not retaining Opportunity Association - Act for Web

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?

 

Thanks