Auto attach organization when Person is matched/entered
When attaching a contact Person (Activities or emails) auto attach that person's Organization
2
votes
2 comments
-
Chris White
commented
Hi Jake,
I never seem to work that way. I'll use the "+" tab to "Add New Activity" and auto complete on the person field. But in that case, the Organisation isn't set automatically.
Thanks,
-Chris
-
AdminJake Stride
(Admin, omelett.es) commented
Hi Chris,
If you add the activity against a person, it will auto use the organisation too (using the add link when viewing a person).
Thanks
Jake