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New Member
Posts: 3
Registered: ‎12-31-2009

sales process brings up wrong 'action'

We're attempting to use the sales process feature for opportunities and I'm having an issue with the web client.

The to-do, phone call action items always bring up the 'schedule meeting' screen. 

It works fine in the LAN Client - any ideas?

We're on 7.5.1

 

Thanks,

Kim

New Member
Posts: 3
Registered: ‎12-31-2009

Re: sales process brings up wrong 'action'

I got an answer back from our vendor - apparently this is a known issue in 7.51 and has been fixed in 7.52.

 

Thanks,

Kim