Answered

Bug report - no linked opportunity in the task

If I create a task from opportunity card - (Opportunity -> Activity -> Add activity -> Add new task) - I see this opportunity linked to the task in the list of tasks (if I choose to see "Linked opportunity" column). 

But if the task created from Tasks menu (through "New task" button) and opportunity is linked to the task through task creation window - the opportunity is now shown in "Linked opportunity" column. 

Now some of my tasks have "linked opportunity" field and some not in the list of tasks, even 100% of those tasks have linked opportunities in fact.  

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  • Hello Alex,

    Can you provide me with two screenshots that can be used as an example showcasing this on your end? 

    Looking forward to your response to help provide a solution/answer. Thanks. 

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