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Saichand Moturi
Contributor ⭐️
Jan 18, 2021 10:49 AM UTC
Solved

not to change company name while changing activity type

Hi Team,

 

When we change the activity type while posting activity in activity timeline. If we change the activity type then company/relationship field details will discarded and need to enter company/relationship details again. So one of client wanted to  is that possible when we change activity type company/relationship fields does not discard.

 

 

    nitisha_rathi
    nitisha_rathiAnswer
    Expert ⭐️⭐️
    Jan 21, 2021 10:17 AM UTC

    Adding to Sai’s comments, activity types can be invalid for certain companies/ relationships so we clear out the field to make sure incorrect data cannot be populated.

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    3 replies

    sai_ram
    sai_ram
    Expert ⭐️⭐️
    Jan 21, 2021 10:02 AM UTC

    @Saichand Moturi Thanks for sharing this here, as per my understanding every Activity type has a different set of selections/columns and so changing the activity type we refresh all the columns. 

    I will check the feasibility about the feasibility for company/relationship and update here. 

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    nitisha_rathi
    nitisha_rathiAnswer
    Expert ⭐️⭐️
    Jan 21, 2021 10:17 AM UTC

    Adding to Sai’s comments, activity types can be invalid for certain companies/ relationships so we clear out the field to make sure incorrect data cannot be populated.

    Translate
      sai_ram
      sai_ram
      Expert ⭐️⭐️
      Feb 12, 2021 10:26 AM UTC

      @Saichand Moturi did you get a chance to view the comments here?

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