Hi, all:
We've noticed that, when two accounts are combined, their activities history
is not redirected to the master record, so some activities are lost (they
remain related to the inactive record). Has anybody a suggestion about how
to make the system behaves in a different way? (We'd like all the activities
done for the combined record are updated so they start to point to the
remaining record when the merging is completed).
Thanks a lot in advance.
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Andreu
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6/5/2007 8:54:03 AM |
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Something is wrong. Try to create two new accounts with some history
activity and then merge. Does this work ok?
Frank Lee, Microsoft CRM MVP
Workopia, Inc.
http://microsoft-crm.spaces.live.com
http://www.workopia.com/Links.htm
"Andreu Garcia" wrote:
> Hi, all:
>
>
>
> We've noticed that, when two accounts are combined, their activities history
> is not redirected to the master record, so some activities are lost (they
> remain related to the inactive record). Has anybody a suggestion about how
> to make the system behaves in a different way? (We'd like all the activities
> done for the combined record are updated so they start to point to the
> remaining record when the merging is completed).
>
>
>
> Thanks a lot in advance.
>
>
>
>
>
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Utf
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6/5/2007 7:21:04 PM
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