adding a bug with related account

[bizna]

Hello,

What IS working : when adding a bug from within the account's own page (the 'Create' option), the bug then appears in this client's list.

But...

What is NOT working: when adding a bug as a 'general' bug, there's no way of telling the CRM that this bug should have a relationship with any account.

I've tried adding a custom 'related' field, but for no avail. Even though a related account is selected, the bug doesn't appear on the account's bug list.

Any thoughts?

Thanks!
Dotan

[sugarcane]

Hello Dotan,

What is NOT working: when adding a bug as a 'general' bug, there's no way of telling the CRM that this bug should have a relationship with any account.

Go to the bug detail view. Scroll down. You will see the Account subpanel. You can click the Select button and add any number of accounts to be associated with this bug.

Similarly, you can click into the Account record detail view, and scroll down to the Bugs subpanel. You can click the Select button to associate any existing bugs to that account

[bizna]

Thanks SugarCane!

Your tips are a great help. They are good for bugs that weren't opened from the 'proper' location.

Still, do you know of a way to add a selection when creating the bug, no matter where it's from?

Dotan