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Thread: task view: no link to account?

  1. #1
    playak is offline Junior Member
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    Thumbs down task view: no link to account?

    i think i had this in sugar 4.5: when watching a task that is related to an account, i would like to see a link to that account somewhere, so I quickly see what number to call etc. or can i set this somewhere in 5.2?

    thanks in advance for any help...

  2. #2
    salesagility's Avatar
    salesagility is offline Sugar Community Member
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    Default Re: task view: no link to account?

    If you goto accounts>activities>create task then the task is automatically linked to the account.

    When you look at a task in detail view, what do you see in the Accounts and Contacts fields?

  3. #3
    playak is offline Junior Member
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    Default Re: task view: no link to account?

    looks like this:
    http://playak.com/tmp/task.jpg
    no sign of a related account, although i see the related account when i edit the task...

  4. #4
    salesagility's Avatar
    salesagility is offline Sugar Community Member
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    Default Re: task view: no link to account?

    I would expect that if my process was activities>create task - without relating the account or contact

    Please use the accounts>activities>create task process and let me know if that changes what you see

  5. #5
    playak is offline Junior Member
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    Default Re: task view: no link to account?

    same thing. all activities show up nicely under the account. but on the activity page there is no mention of any account. same for the old activities (which were originally made in sugar 4.5) and the new ones, which i made as per your request.

    driving me nuts

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