2-way linking:

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jiranz1
Posts: 3
Joined: Thu Jan 07, 2016 6:06 pm

2-way linking:

Post by jiranz1 » Thu Jan 07, 2016 7:30 pm

I have a small issue with links to contacts:
I've linked a task to a client, but when I open the client, I do not see the link reversed. I manually added the link to the task in the client, saved, closed and reopened and the link was gone. My OS is windows 10...
I've attached a screenshot.
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VueSoft
Dan Chartrand
Posts: 3861
Joined: Sat Aug 23, 2008 12:39 am
Location: St. Louis, Missouri, USA
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Re: 2-way linking:

Post by VueSoft » Thu Jan 07, 2016 7:55 pm

Hi Lyndon, I've attempted to duplicate the problem following the same steps, but the link appeared in the contact after the link was added to the task.

Did you make sure to save and close the Task Editor prior to opening the contact editor? The link won't be made 2-directional until the changes are saved. If you opened the contact before the task was saved, and then saved the contact after saving the task, the link might have been removed from the contact since the current data (in the editor) is what gets saved.

Please try removing the link from the task editor and then re-add it. Save and close the task editor, and then open the contact. Does the link appear? If not, please let me know and I'll investigate further.
Dan Chartrand, Founder
VueSoft LLC | St. Louis, Missouri, USA

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