seeing origin account of activity in parent account history

(0) Share

Report

Posted on by Newmember147

Hello there!

When creating a new activity for a child account it rolls up to the parent company history. We need to see the activities origin company in the parent accounts history to differentiate between child account activities and parent account activities at first sight. How do we manage this?

Thanks for your help!

Categories:

All responses (3)

Answers (0)

LuHao 40,886 on at

Like (0)

Report

RE: seeing origin account of activity in parent account history

Hi Amelie,

If my answer is helpful, please click Yes to mark it as verified.

This will help other users with the same theme.

Thanks. :)
Newmember147 45 on at

Like (0)

Report

RE: seeing origin account of activity in parent account history

Thanks for your answer!
Suggested answer

LuHao 40,886 on at

Like (1)

Report

RE: seeing origin account of activity in parent account history

Hi Amelie,

There is no OOB method to achieve it.

We can access the Activities view filter activity for this account.

Click the Activities view button, then select Include as This Record Only.

This will display only the activities of the current parent account.