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Former Member
Apr 19, 2011 at 10:48 PM

How to stop the activity clipboard linkage between two transactions?


Hi Experts,

We are using CRM 2007. In CRM, since there is no check that the agent needs to work on transactions related to once customer at a time, our agents are able to work on different different transactions belonging to different customers one after another.

As a result, transactions belonging to two different customers are getting linked in the Activity Clipboard of interaction Record as well as Service Order transactions.

We need to place a check so that before the link is created, we can compare the customers of the two transactions and if they differ, we should not create the link. Can you please guide me where is the best place to put such a check?

As per my analysis, we need to stop the doc flow being created if the transactions have different sold to/customer.

Any pointers/suggestions?