AnsweredAssumed Answered

Linking Contacts with Tasks

Question asked by AG1110 on Dec 4, 2008
Latest reply on Dec 4, 2008 by TSGal


Linking Contacts with Tasks



I am using the Task Management Template to manage two databases, one that has my clients info ( contacts) and another that tracks the mailing/ receiving of forms pertaining to them (tasks).  When I try to assign a new contact to the task, i am not provided the full range of client names, and when i do select from the limited number, the contacts name does not appear to be assigned in the client info box. furthermore, when i go to the contact's info in the other database, the contact does not seem to have said task attached to their data either.....i am basically just trying to have the two attached, or at least be able to have some sort of link between the two.  please help!!! thanks!!!