Not being able to register different accounts and contacts for activities is a big problem

Not being able to register different accounts and contacts for activities is a big problem

A ticket has an associated contact.

The contact belongs to the account.


When registering a call, the contact associated with the ticket will be automatically entered.

If different contacts are to be entered, users can select them from the magnifying glass icons.

Contacts that are not registered cannot be created and registered on the fly.


The big problem is that different account contacts cannot be registered, so users will not be able to record activities with people outside the ticket account.


Proposals for solutions


The contacts and accounts you register for activities, including calls, do not have to be the accounts for that ticket.

Examples


Account A's contact X made an inquiry, but then called Account A's parent company, Account B's contact Y.


At a real estate brokerage, in response to an inquiry from the buyer's contact A, I called the seller's contact B. 

Additionally, I called another brokerage contact C.


In the construction industry, a ticket was issued in response to an inquiry from customer contact A, subsequently consulting with contact B, a subcontracted electrical contractor.