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Former Member
Sep 01, 2008 at 12:33 PM

Follow from Opportunity to Task

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Dear Experts,

When i create an opportunity in Web client 2007, save it and follow up with Task the Prospect filed in the transaction Opportunity is not getting copied to Account field of Task.

I want to know is this a standard phenomeno in WebClient? If not what settings required in order to get the prospect details flown into Accont field of Task from Opportunity during the follow up.

Your input on this will be highly appreciated and rewarded...

Regards...