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Re: Activities
Ewa Subotowicz
2016-11-09
Dear Peter,

I have noticed the weird date on your post from April, I will report it.

Regarding the Activities issue:
when you create an activity, it should be created by default in the company that is active for you (you are working in at the moment).
The exception is when you duplicate the activity - then the company will be copied.

To check the company on activity you should look at the activity's footer and find a company drop down menu.
The company can be changed but only when the activity is in status New.

If these rules do not apply in your database, please, send us the description of your settings (Global CRM Settings in CRM module).


Ewa Subotowicz
HansaWorld
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