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We'd like to be able to set the Regarding field to point to multiple clients and/or parties (e.g. attorneys,CPAs) for Appointments. This way it shows up in their record and we know that multiple parties were involved in this Appointment.
Otherwise we'd have to make required or optional parties, which doesn't work since that's more for internal scheduling purposes.
STATUS DETAILS
Declined
Venky Rajendran (administrator) on 2/8/2018 12:17:26 AM
Thank you for reaching out. Your suggestion seems to be a duplicate of the following suggestion:
http://crmideas.dynamics.com/ideas/dynamics-crm/1272484
Please add your valuable votes and comments to the suggestion above instead.
Regards,
Venky
PM, Microsoft