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To-do task not showing all associations in task list

New Member
Posts: 1
Country: United_Kingdom

To-do task not showing all associations in task list

When I raise a to-do for a another user from an opportunity, the association on the General tab shows the opportunity number and the company.

When it shows in the users task list it only shows the company name. Even when I remove the company from the assoc. to just leave the opportunity number it then shows a blank space.

Help it is driving me insane ! Is it the software or something I am doing. It seems to have worked before with no problems.

Bronze Contributor
Posts: 955
Country: Australia

Re: To-do task not showing all associations in task list

You did not mention which version you have and make sure that you have the latest update.

 

Does it work with other users?

Try a reindex on your database?

In ACTdiag there are some fixes for activities in particular versions I would look at this closer first.

Paul Buchtmann
pbuchtmann@ozemail.com.au Australia
Australia's First ACT Consultant (1989)

FREE Record History to change default to Call or To-Do for ACT! 2010-2012 versions. Custom versions also available.