Good evening, I created a Meeting from the Contact page, and linked via Relate field to an Opportunity within a Project. Since the meeting originated from the Contact page, the person, and the account are linked to this meeting.
Although I linked the Opportunity within a Project, the meeting is only visible within the Opportunity page, and cannot be seen on the Project page under the Activity subpanel.
This is also true for the Account. The Meeting can be seen on the Contact page only in the Activity subpanel.
For example to make this clearer:
If Bob Smith works at ABC Company, and I have a meeting with him, I’ll record the meeting on Bob’s contact page. His Activity subpanel will display the meeting, but the Account page Activity subpanel ABC Company will not. The Opportunity Activity subpanel will display the meeting, but the Project Activity subpanel will not.
Is it possible for the meeting / Activity to be visible on the Contact, Account, Opportunity, and Project page, since they are essentially linked?
thanks