Roll up individuals' notes & actions to their companies when "Primary Business Info" is checked

Currently, actions and notes added under individuals do not "roll-up" to the companies they work for. So, if I record a conversation with Jeff, who works for AA Architects, on Jeff's record, you can't see it when you visit AA Architects' page. But if I put it as a note or action on AA Architects' page, then if someone else looks at Jeff's record, it won't show that I just talked to him. I either have to double-enter or risk the info not being seen. My suggestion would be that when "Primary Business INformation" is checked for a company on a person's record, then notes and actions on their record automatically also show up under the company's record. 

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  • Dec 17 2015
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  • Eric Baerg commented
    January 14, 2016 14:03

    Everyone that has RE uses it slightly differently, and I know that at my org at least, I definitely wouldn't want this to be automatic.  I could see how the *option* to essentially soft credit another constituent for actions would be useful.  I wouldn't even want it to be a config business rule that you switch on and off, though, I'd want it on a per-action basis.