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Activity vs Notes - contact & company records

edited Jan 8, 2020 3:46AM in SuiteCloud / Customization 2 comments

Hi team

If I select Call in a contact record and make notes of conversation with the contact and save it as Completed, a copy is in the Activity tab of both the contact and vendor (or customer).

If I do the same with a Note (telephone call - outbound) the note only exists within the contact.

How can I get this to copy onto the Company (vendor or customer) record?

Fergus

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