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Link existing Activity to Service Call?

Aug 16, 2017 at 03:46 PM


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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

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Eoin Lappin Aug 31, 2017 at 12:44 PM

I can create a service call, then create a new activity.

When in the service call, you can then select the activity & it is then linked to the service call.

Not ideal but will suffice for now.

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