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ReportHi all,
Is there a way to get the activities that are set regarding to a contact to show up on the Account the contact is associated with?
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Hi all,
Is there a way to get the activities that are set regarding to a contact to show up on the Account the contact is associated with?
Hi Pat,
If the custom relationship between Account and Contact is 1:N, that is, Contact has a lookup field for Account, then if the Rollup View of this relationship is Cascade All, Contact activities will automatically be displayed in the Account timeline.
For the OOTB relationship contact_customer_accounts, the Rollup View is Cascade None, but Contact activities will also automatically be displayed in the Account timeline.
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