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Advanced Partner & Contact Activities

edited Apr 9, 2020 4:20PM in Account Administration 3 comments

Has anyone else experienced the following?

  • Here's the scenario Using the Advanced Partner Center Role
    • Contact, associated with a Partner, signs into the system
    • Contact creates an Activity under a Customer Record
    • In the Assigned To column of the Activity, instead of referencing the Contact Name (or even Partner: Contact Name) it simply lists the Partner Name
    • See Screenshot below. Square is the Partner Name but this activity was created by John Doe

How do we associate the Activity with the Contact so its available for analysis, searching, etc.?

Thanks -

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