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Make the Account name reflect the current account when dropping an email to the Notes\History of an account

Status: New
by on ‎03-29-2010 06:12 PM

SalesLogix assumes that the account of an opportunity contact is the same as the account of an opportunity.

 

This is not always true as large companies frequently use consultants as part of the procurement process.

 

When dropping an email from a consultant to a prospecting account, the complete history dialogue box show the account of the opportunity contact.  Rather, the correct situation should show the current account of the opportunity that the email is dropped into.

 

This should apply only to situations where the user is dragging and dropping emails the account.

Comments
by Gold Super Contributor
on ‎03-30-2010 05:22 AM

Many times the Opp Contact is a 3rd party such as a reseller. 

 

Good point.

 

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