Activity started from a saved Deal not showing up in the Add-In view or Deal Details

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Occasional Contributor

One of my users created deals and wanted to add a task, set a meeting and start an email to attach to the deal.  Clicking on the links within a deal to do these things opens a window to create an item but when he clicks 'Save' the deal shows no recent activity.

2 Replies
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Hi Ron,

 

I'm trying to reproduce the issue in my lab according to your description, but I get stuck during the process. Could you please provide more detailed information about "start an email to attach to the deal." ? Do you mean save an email as msg file and add this msg file to this deal? Some screenshots about the steps will be better to understand the scenario.

 

Thanks in advance.

Lance

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Hi Ron,

 

Can you share the information above when you have time?

 

Thanks,

Lance