Ideas for Acumatica

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Contact Activity History links automatically to BAccount and Opportunity

Currently if activities have been logged against a contact, and this contact is then linked to a BAccount or Opportunity, then those activities will also become visible against the BAccount or Opportunity.

This needs rethinking.  If a company uses contacts to record communication during the sales process, and the contact is related to multiple sales opportunities, then having all the notes connected to the opportunity for that contact is not correct.

Suggestions:

* Have the ability to show activities linked to a contact in a baccount or opportunity be a configurable option on the baccount or opp class (checkbox)

* add field in activity that allows connecting a contact directly in a new field (not just related entity).  this will allow more flexibility in using the CRM for managing different sales processes

  • Colin MacMillan
  • Dec 22 2014
  • Future consideration
CRM
  • Attach files
  • Colin MacMillan commented
    8 Jan, 2015 01:36pm

    Also recommend:

    1) Add a Contact field to the Activity (in addition to the 'Related Entity')

    2) Allow selecting of contacts linked to the Business Account or Opportunity, AND any in the Relations added to those records.

    3) By default have the following behaviour:

    a) Activity logged in Business Account form

    * Related Entity - BAccount, Parent - None

    * Contact - Contact

    Activity visibility - BAccount and Contact

    b) Activity logged in Opportunity form

    * Related Entity - Opportunity, Parent - BAccount

    * Contact - Contact

    Activity visible in - BAccount, Opportunity, and Contact

    c) Activity logged in Contact form

    * Related Entity - Contact, Parent - BAccount

    * Contact - Contact

    Activity visible in - Contact