Community
Showing results for 
Search instead for 
Do you mean 
Reply

'Associate with' not available for items in Activity Series?

Copper Contributor
Posts: 20
Country: United States

'Associate with' not available for items in Activity Series?

I'm trying to set up an Activity Series that need to be scheduled for Opportunities.  When I go to schedule the series and click on 'Assoicate With',  I can't view Opportunites in the drop down (see below for screen clippings comparing 'regular' Meeting and 'Assoicate with' drop down when scheduling series.

 

If there's no patch for this, is anyone aware of an addin or work around that would associate Opportunities when scheduling Activity Series?

 

Oppsnotavailable.jpg