Hi there
This is my case, I have an appointment with different company. Which company should put in regarding?
Actually this appointment does not regarding to either 1 involved company.
For example just a Lunch meeting with 2 company and 4~5 contact.
I should create 2 appointments? or 1 appointment?
I know I can put 1 company to regarding, other to require field. But I think little odd to explain which company should put in regarding.
please advise
Thx a lot
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You should not use regarding or connections for this.
On appointment you should instead use Required and Optional fields.
Those 2 fields are party fields and can contain multiple accounts, contacts etc at the same time.
As you'd observed - the regarding field only supports 1 CRM entity.
I would try open the appointment in CRM and use the connections to link to more than 1 company.
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