Hello,
We are working with the client on quotes being auto sent out of the system.
The GI is built off of the CRQuote table and that is the entity we are trying to link the email activity to. Therefore it is not a join issue.
The schedule is auto processing and attaching the quote, but it will not write back to the CRPM Time Activity. Basically it is not creating the email activity as it should based on that entity field being linked.
See attached of where it should be writing to.
Attached is proof of the email processing.
Anybody know why the link to entity is not working?