I posted a question which seems to have disappeared, my version of this thread has reverted to an old question in April and nothing since - why?
The question I asked recently was in regard to Activities, we have slowly been working with Activities on two companies. There are as recommended in the same overall database and switchable. One is working perfectly, the other appears to be accessing the first company Activities and clients.
Any ideas? Is this a bug/corrupt file.
Should I rebuild from a backup?
This answer was correctCreated byEwa Subotowicz13:17 9 Nov 2016
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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