Change "Regarding" from Contact to Account in an Activity

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Posted on by Ed Bosbyshell

Recently I have tried to change the Regarding field on an activity from the active Contact to the Contact's Account. When I do that nothing changes in the population below. The contact names simply stay there as shown and do not convert over to Account names. Everything pretty much locks up. As such I cannot change the "Regarding" field. I am using the new Windows 8 trial version and have IE 10, although I believe I had no problem with this after I switched. Seems to be a problem I have only encountered in the last couple of days. Any thoughts?

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RuneDaub 3,795 on at

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You need to update CRM to roll up 7 I belive. Below roll up 7, Windows 8 and IE 10 is not supported...

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