11/26/2024 1:24:27 AM
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Activities with > 1 Contact
Posted: 21 Sep 10 4:56 AM
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For some reason this has never come up for me before ...
A user question came up last week while I was at a client site:
Imagine that you are scheduling a meeting at one of your accounts. There are two contacts at this account and your meeting is with both of them. How do you best record the fact that both of the account’s contacts are attending (as meetings are usually assigned to just a single contact)?
Cheers for any input/ideas. I know that I could customise things to ensure that the required data is captured, but this seems like something that should be possible OOTB.
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