Wednesday, September 26, 2018

Duplicate copy of the task shows up on the originating customer record when user creates a copy of a task via the Make Copy button

User creates a copy of a task record using the Make Copy button. Prior to saving the record, user changes the Company under the Related Info tab. When user views the original company record selected in the task then clicks the Communication tab > Activities subtab, user notices that the copy of the task shows up under the customer record.
 
This happens when the original company is not removed in the Contacts tab of the task record prior to saving the record. This creates the link between the original company and the new company selected in the task record. To resolve this, perform the following steps:
 
1. Navigate to Activities > Scheduling > Tasks.
 
2. Edit the Task record.
 
3. Click the Contacts tab.
 
4. Remove the original company. Leave the company selected in the Company field under the Related Info tab.
 
5. Click Save.
 
When creating a copy of a task record using the Make Copy button, check the Contacts tab and remove the old company prior to saving the record.

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