So here's what the concern is..
Let's say I relate a task with a contact and this contact has a parent account named ABC
Therefore, indirectly, the task will be associated with the account ABC as well and will show up as an associated record under ABC
However, if the primary account of that contact is now changed from ABC to another account say PQR, the task shows up under the new account PQR
It no longer appears as an associated record of the account ABC
Now, there is a problem with this behavior and I would like to illustrate that with help of a scenario as follows
Let�s say in my CRM instance, there is a contact named Niel who works for Microsoft and therefore, I keep Microsoft as Neil�s parent account
While he is with Microsoft, I create a task that I associate with Neil�s record
Now, if he later joins another company, that task would now show up as an associated record of the new company
However, that task had to do with Neil while he was with Microsoft and if this task gets associated with a different company, it wouldn't make sense
It definitely does not look ideal
Comments
Dupe of: https://connect.microsoft.com/dynamicssuggestions/feedbackdetail/view/941394
Category: Account, Contact, Calendar and Activity Management
This is a fundamental issue of the complexity of the real world. The opposite behaviour is no better - if Neil moves, keep all the activities under the old account. This would mean that if Neil leaves to start up his own firm, or joins a company with which you have no prior relationship, it would seem that there is no history there, whereas in fact your contact history with Neil is all valuable in trying to win business through him in his new role. Many companies build processes to manage this so each Contact is an "instance" of a human being, in a particular job role. These might be related using Connections, or a custom relationship to each other or to a single parent custom entity for the 'person'. Tasks are probably a special case anyway - all other activities are linked to the activity parties (such as Neil) and to the "Regarding" record, which might be an Opportunity, Case or something else. These other activities will continue to show up under the old Account if the regarding record belongs to it. So if you made a Phone Call to Neil, about an Opportunity for Microsoft, the call shows up under both Neil and Microsoft (and the Opp itself), and will do so forever, regardless of where Neil moves to. Tasks have no obvious relationship to an activity party (they usually are something done on behalf of a customer, but not *with* them), so they don't fit the same model here.
Category: Account, Contact, Calendar and Activity Management
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