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Allow selecting all possible Relationships in Timeline Associated Records

  • 31 August 2021
  • 0 replies

Userlevel 6

Currently, in Timeline Associated Records, Relationships can only be selected when they are under the same Company and of the same Relationship type. This is way too limiting (e.g., if you want to add an activity when you reached out to multiple accounts of the same product). We would like to be able to select any Relationship, as you are able to select any Company.

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