3

When the opportunity is assigned to another owner.

The timeline of all of the activities for tasks, e-mails, Phone calls, notes. Get updated with the time and date that the new owner is changed. As the relationship behaviour out of the box is Parental. then they are set to "Cascade all"

This then looses the history of when those tasks were performed.

Scenario

Someone had been working on opportunities for years.

They leave the company and a new owner is assigned.

The new owner has no record of when these conversations or tasks were performed.




Category: Opportunity
STATUS DETAILS
New

Comments

C

This was raised as an incident

Change the relationship to none is not supported.

It can break other business scenario if alone such change, because many OOB logic, between Opportunity activities rely on such behaviour.

Category: Opportunity