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New Activity for New Opportunity

Last post 12-18-2015 8:39 AM by Method_Loi. 4 replies.
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  • 12-10-2015 9:38 AM

    • mahlonf
    • Top 10 Contributor
    • Joined on 09-28-2012
    • Stevens, PA
    • Posts 879

    New Activity for New Opportunity

    The default New Activity for an Opportunity does not seem to respect the default activity that is selected in Activity Preferences. Is this by design?

    Mahlon L Fisher
    Computer Bookkeeping Solutions
    www.combooksolutions.com
  • 12-14-2015 2:11 PM In reply to

    Re: New Activity for New Opportunity

    Hey Mahlon,

    I just tested this by creating a new activity from an opportunity and it does seem to choose the default one set in the activities preferences.

    Is this still an issue for you?

    -- Loi

    Loi Nguyen
    Community Support Specialist
    Method:CRM
    l.nguyen@method.me
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400
  • 12-15-2015 5:45 AM In reply to

    • mahlonf
    • Top 10 Contributor
    • Joined on 09-28-2012
    • Stevens, PA
    • Posts 879

    Re: New Activity for New Opportunity

    Yes, still an issue 

    Mahlon L Fisher
    Computer Bookkeeping Solutions
    www.combooksolutions.com
  • 12-15-2015 10:25 AM In reply to

    Re: New Activity for New Opportunity

    Hey Mahlon,

    I was able to replicate the problem you were describing. I have created a ticket for our development team to take a look at the issue. I will update you as soon as I hear back form the team.

    -- Loi

    Loi Nguyen
    Community Support Specialist
    Method:CRM
    l.nguyen@method.me
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400
  • 12-18-2015 8:39 AM In reply to

    Re: New Activity for New Opportunity

    Hey Mahlon,

    This should be fixed now. Let me know if it is still an issue.

    -- Loi

    Loi Nguyen
    Community Support Specialist
    Method:CRM
    l.nguyen@method.me
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400
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