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Thread: contacts/cases/tasks hierarchy

  1. #1
    SIMONEVA is offline Junior Member
    Join Date
    May 2010
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    4

    Default contacts/cases/tasks hierarchy

    I have set up a new module for cases with the relationships set

    contacts have many cases
    cases have many tasks

    Hence there should be only one contact for a task. However when I edit the task there is a contact field which has to be populated manually. Is it possible when editing a task to set the contact field to the correct contact automatically. How would I do this?

    Benefit I am trying to get is that the tasks should all show up under the contact activities and history.

  2. #2
    SIMONEVA is offline Junior Member
    Join Date
    May 2010
    Posts
    4

    Default Re: contacts/cases/tasks hierarchy

    To answer my own question I can use Accounts rather than Contacts for my customers. Fortunately I only need one and if I use accounts it will link the cases the way I want.

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