by Vedisoft

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.

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#2938 - Quick Create Activity - Not linking to Account

Closed Bug? created by taufiqueahmed Verified Purchase 3 years ago

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

Screen Shot 2017-03-13 at 11.24.54.png

Thank you

  1. Vedisoft member avatar

    Vedisoft Provider

    3 years ago

    Please tell me is this issue still relevant?
    If yes, let's discuss it on skype.

    My skype is andrew.uymin

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