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Activity sets/tasks mistkanely s linked to organization or nothing/|
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Pro |
This is frightening. After I call (I am for 25 dials an hour so speed is important) I frequently try to start an activity set on a contact. Typically to schedule a mail something specific and a follow up call.
The problem is , I look at my list of tasks at the end of the day, and they are linked to nothing or in some cases to an organization instead of a contact. There is a frigthening usability issue and very damaging to my business if I am making a human error. What am I doing wrong? There certainly is a defect wich allows for an activity set that only applies to contacts to schedule tasks that are not linked to contacts. Any recommendations on how to avoid the problem? |
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Pro |
Part of the problem is the that there may be a contact linked to the task it is just not shown in the in the task view. This is very problematic.
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Marketcircle Team |
I just tested it out. The contact does seem to be linked but it sometimes takes a relog into the database to refresh the items of the activity set to display the linked contact or object.
It's not expected behavior and we'll take a further look into this issue. Thank you greatly for your feedback. |
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Forums
Daylite
Troubleshooting
Activity sets/tasks mistkanely s linked to organization or nothing/
