Sales area data determination is no defaulted in activties without accounts.
Reproducing the Issue
- Go to the Activities Work center.
- Go to the Appointments view.
- Open appointment ABC.(ABC represents appointment without account)
Sales Data is not being fetched from employee responsible
NOTE: This happen with other activities as well like Appointment, Phone Calls, Tasks
We currently only trigger the defaulting of Sales Area Data when both an Employee and Account are selected.
The ability to trigger the defaulting of Sales Area Data without an Account will be supported in future releases.
KBA , LOD-CRM-ACT , Activities , How To