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Hi,
In the main form of the account entity, i have a section called Notes and Activities which include three tabs: Posts, Activities and Notes. We are noticing that when we are tracking an email to a specific account via outlook, the new activity is also showing up under a different account where the contact of those accounts is the same.
Is there a way to edit the Activities section to filter out those records not directly link to that account?
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Hi,
this is called "activity rollup": crmbook.powerobjects.com/.../activities-and-notes-best-practices
I don't think there is any "supported" way to disable it except, maybe, if you create a pre-retrievemultiple plugin and modify the query there. On the client side.. The link below might give you some ideas, but all those customizations are unsupported:
rajeevpentyala.com/.../disabling-activities-rollup-view-option-using-jscript
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