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Sales Activities Not Saving Account Name When Activity Created from Account

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Posted on by Jerry P.

225

Not sure when this started, when a new sales activity is created from an account all required information is there and looks correct. The account name, is auto populated through the set regarding rule, method of contact and other relevant information in in the record. You close the record and then re-open the sales activities and the account information is cleared out but the other information is still there.

Does anyone know how this can be resolved? This happened on both the mobile and online version.

Has anyone seen this before and can someone suggest a fix?

Cheers.

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Jerry P. 225 on at

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RE: Sales Activities Not Saving Account Name When Activity Created from Account

Thanks, that was it. There was a workflow that was set up wrong. After deactivating it the record saves properly.
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RE: Sales Activities Not Saving Account Name When Activity Created from Account

Check your workflows and Business Rules on Sales Activity. They might be causing it.

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