When I set the Renewal Reminder Date on a Contract, it creates a Call assigned to the Contract Manager. With our Contracts, we want to create another Call with a different time, but I can’t find any way to create a call and associate it with a Contract.
When I create a new Call, Contract is not an option in the Related To dropdown. When I edit an existing Call based on the Renewal Reminder Date, the Related To values are cleared out.
On the Contract, there is no subpanel for a Call.
In Studio there is an existing relationship “aos_contracts_calls” with Contracts as the Primary Module and a One To Many relationship to Calls.
What am I missing?
Thanks in advance for any assistance.