Hi.
So If I go into the calender and create a new meeting and relate the meeting to an account when I go into Meetings the meeting shows up.
BUT when I go into accounts look up the related account and look up the meetings subpanel for that account it does not show the meeting? Is there some way to do this as our mobile users want to have the calender on their iphones as a page, so they can just click on it and open it up on their calender, to quickly add their meetings but then when they want to do more work in the system they are upset that the meetings are not automatically visible when you go into the account / meetings sub panel and you have to go to select to manually add them all.
It shows up in the Accounts / Activities submodule. But in Accounts / Meetings it’s empty.
Also in Meetings if we add a meeting and relate it to an account it shows the account name in Relate To: But again in the accounts subpanel on meetings and the meetings subpanel on accounts. The relationship doesn’t show up…
Is this a relationship that i need to add within relationships on both sides or can anyone think of what i’m missing.
(I originally posted this on the general forum but realised it’s probably more relevant here.)
Please see the screenshot example it shows on the right the associated account… (I covered over the name of the account) but at the bottom in accounts it’s blank and doesn’t show the associated account?
Apparently this is a big issue for my users.