Rolled up Activities show the account which they are regarding
When you create an activity on a company that has a hierarchy parent set, the activity shows on the timeline of the parent records, HOWEVER, without opening the detail of that activity, you can't tell that the task is regarding another company. It would be useful if the account (or opportunity/c...
Price Offer - Email as PDF should auto-populate the TO: with the Contact and NOT the Account
If I have an opportunity, that is with an account with a primary contact (with an email address), and the opportunity has a contact specified (different from the primary contact on the account), and I create an email from the timeline, it adds the contact listed on the opportunity as the TO addr...
Sent Quote as Email adds the Company Record as the Recipient, This Should Surely be the Contact
When creating a quote, and using the Email Quote as PDF functionality, the Recipient field is being populated with the Company record. This doesn't make a great deal of sense, especially when the quote has a specific contact assigned to it. Can this be automated to not only reduce the effort nee...