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Thread: Urgent - Tasks Dashlet - Closed tasks not in Contact's History

  1. #1
    FishGuts is offline Senior Member
    Join Date
    Apr 2009
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    26

    Unhappy Urgent - Tasks Dashlet - Closed tasks not in Contact's History

    Hi everyone,

    When I use the Tasks Dashlet (on the home screen) to Close a Task, the task does not appear in that Contact's History subpanel. The task disappears altogether.

    However, when I use the Contact's own Tasks subpanel to Close a Task, then the task does correctly appear in their History.

    So, why isn't the dashlet's Close button having the desired effect?

    Thank you,

    AG

  2. #2
    FishGuts is offline Senior Member
    Join Date
    Apr 2009
    Posts
    26

    Default Re: Urgent - Tasks Dashlet - Closed tasks not in Contact's History

    No problemo - just solved it. The CRM was looking at the wrong Contact field when populating the History list - I stupidly created a superfluous relationship between Tasks and Contacts, even though one exists already, so the wrong relationship was being referenced.

    Phew! Back to the batcave.

  3. #3
    FishGuts is offline Senior Member
    Join Date
    Apr 2009
    Posts
    26

    Default Re: Urgent - Tasks Dashlet - Closed tasks not in Contact's History

    Actually, it's not solved yet. When I close a Task in a Tasks subpanel (which is in the Contacts detailview), it is listed in the History as expected.

    But when I close a Task via a dashlet on the home screen, it does not appear in the Contact's History.

    So it's a dashlet issue...?

    Time for bed - this has kept me up for 3 days!

    AG

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