Meetings related to an account and a contact

[kiketom]

Hi!
I'm creating a meeting and it's related to an Account. But this meeting is with a Contact of this account.
Yes!, i know that i can change the combo box "Related to:", but when i want to see all the activities from this account, this meeting not appears.
Only appears in the contact activity.

There was any way to create a meeting related to a contact and when i go to the account of this contact i can see this meeting???

[jspencer]

I had a post about this last month and my self answer was that you should specify the "contacts" for calls/meetings (aka 'Activities') under the full details of the activity in the "Scheduling/Invitees" area. This way you can include multiple "contacts" in your meeting/call and they will "roll" up to the contacts detail view under the Activities subpanel.

If you go this route, you would then be able to use the "related to" area to specify the Account/Proposal/etc the activity related to...