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Aug 16, 2017 at 03:46 PM

Link existing Activity to Service Call?


If you have an existing activity. Can you link this to an existing service call?

On the activity in the 'linked document' tab, the service calls are not listed.

Some users create the activity & other users create the service call but would be good if the activity could be linked in the service call. I know you can create the service call & then add the activity in the service call but this is if the activity was created first.

Thanks, Eoin