Display "Call" related to "Contact" also in "Account" module

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1

Hello,

When we create calls, we relate them to the contacts module. But I would like that the call is also displaying in account module. Is there a way to do it ?

Thanks a lot in advance :slight_smile:

2

If the contact is related to the account, the call should display as standard?

3

The call is assigned to the contact, but I would like to also display the call in the Account, even if related to the contact …

4

Hi Fred,

As standard, if you create a call against a contact that is assigned to an account, the call will show in the ‘Activity’ and/or’History’ sub-panel of the account record.

Thanks,

Will.

5

Well … Not me :frowning: I have to look for what is wrong …

6

Hi Fred,

How did you create the call? Where in the CRM? Can you provide some screen shots?

Thanks,

Will.

7

Well, I go into the contact (that is linked to an account), create a log call, link to the contact (an place of the account). Then present in the contact but not in the account …

8

Hi,

In my experience it will not shown in activities under account sub panel even the contact is related with account.
You can do this by a small change of code. You should write a function to metadata file.