Visualize and manage your "work in progress" by dragging and dropping your records. Add a Kanban view for any SugarCRM or SuiteCRM module. Great for sales pipelines, leads pipeline, account pipeline, support team boards, project management, and more.
#2938 - Quick Create Activity - Not linking to Account
Hello Again :)
After updating my Kanban with the correct field to make sure we have the summarize working
Any activity I create (Call or Meetings) the "Account Name" includes the summarized field value
For example it says - 12,000 - EngageCRM Services
This does not link to the account EngageCRM Services
Please see screenshot
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