|
Go
![]() |
New
![]() |
Find
![]() |
Notify
![]() |
Tools
![]() |
Reply
![]() |
|
|
Apprentice |
The following scenario occurs:
Person X who is a friend & client is using one and the same email address. We have made one contact record (categorised as a friend) and one as an organisation. When emails come in only the "friend" record shows, but instead we would like it to be the organisation's linked project/opportunity. In DL we have linked the "friend" record to the "organisation" and vice versa. The fix is to link the "friend" record to the project or opportunity - but you would expect DL to do this as the links are already, albeit indirectly, established. Is there a different method to establish this without having to link multiple records (from the same person) to all applicable projects, opportunities & tasks? |
||
|
| Previous Topic | Next Topic | powered by eve community |
| Please Wait. Your request is being processed... |
|

