CODEWITHSUNDEEP
dynamics-crmdynamics-crm-2013dynamics-crm-2015
MVC_Nhibernate
MVC_Nhibernate

Reputation: 457

CRM 2015 + Activities not related visible in social pane

I am facing an issue where in an email activity which is not related to my account is visible in social pane.

For eg. There is Account A and Account B

And an Email activity named Email A

So in Email Activity - 'Email A' i have selected Account A in the regarding field, However this email activity is visible in social pane in both the accounts - Account A and Account B.

Any help would be appreciated

Upvotes: 0

Views: 207

Answers (2)

MVC_Nhibernate
MVC_Nhibernate

Reputation: 457

Found answer to my question posting it so that it might help others -

The email activity as explained in the example Email A had an contact mentioned in the 'CC' field of email activity.

And the Contact had its Parent Account set a 'Account B'. Hence it was visible in Account B also.

Upvotes: 0

Henrik H
Henrik H

Reputation: 5812

The social pane shows activities (e.g. emails) from the current account as well as child accounts.

In your case Account B would be the parent account of Account A (or at least Account A would be an ancestor of Account B), since the email shows up in the social pane.

Upvotes: 0

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