HI together,
I've got to solve a problem and it would be awesome if someone maybe would have a solution for this or a link to a solution.
The task is:
If a Note/Posts/Activities in an Opportunity is updated/written, it should be displayed/synchronized in the linked Contact and Account as well.
Is this possible? And how could I reach this?
And there just came a offtopic question:
is it possible to write a link in the Notes like it is possible in Posts?
(e.g.: if you write an "@" and take an existing contact/account in the posts, it is linked to the linked record)
Many many thanks in advance and best regards
Mick