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Why can’t create a meeting with a contact with ‘automatic’ link?

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  • Why can’t create a meeting with a contact with ‘automatic’ link?

    When I open a contact and want to plan a meeting with him/her, it happens like the following:

    1. It the contact is not linked with an account, the created meeting schedule can directly and ‘automatically’ link to the opened contact.

    2. But if the contact is already linked with an account, the created meeting schedule will NOT link to the contact, but to his/her linked account.

    I would like to have the 2nd scenario changed to the 1st one. Is there anyway to do it?

    Please help. Thanks.

  • #2
    Hello,
    you can try to do it with Formula
    https://www.espocrm.com/documentatio...ation/formula/
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    • #3
      Originally posted by tanya View Post
      Hello,
      you can try to do it with Formula
      https://www.espocrm.com/documentatio...ation/formula/
      Thanks. I will try that way.

      All the best.

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