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Lookup Value Question

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  • Lookup Value Question

    I have separate entities for Activity, Accounts, and Contacts. Contacts have a many-to-one link from Accounts (ie one Account can house many individual Contacts)

    I now want to create an Activity for a Contact. My desire is to have the Account to automatically populate on the Activity entity based on the Contact selected. Ultimately I will want to be able to report on Activity by Accounts.

    I feel like this should be a relatively easy option - any ideas? I am new at this, so be gentle

  • #2
    Hi.
    What's about creating activity from Contact's side panel Activity?

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