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ACT19 - Opportunity Histories to Contact History

Astute Commentator
Posts: 49
Country: United States

ACT19 - Opportunity Histories to Contact History

While I understand why some would need to keep opportunity histories separate from contact histories, I would like to record a my calls and other activities in both the opportunity and the contact associated with the opportunities.

 

The only way to do this presently it to record an opportunity history and manually associate the history with the contacts, which is rather time consuming (and annoying). Is there any way I can simply have opportunity histories always associated with all contacts assigned to the opportunity as a default? I figure it's easier to remove unwanted contacts from a history than search and add them.

 

Thanks for the ideas and help!

Bronze Elite Contributor
Posts: 2,546
Country: New_Zealand

Re: ACT19 - Opportunity Histories to Contact History

Its a long standing defect yet to be fixed. refer Defect D-04644. 

Refer this post https://community.act.com/t5/Act-Premium/Act-18-2-Breaks-Writing-of-Opportunities-History-to-Associa...  

Graeme Leo
Xact Software - consultants and developers
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