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How to make the same Task or Note link to both Accounts & Opportunities?

Question asked by David Dlugosz on Nov 23, 2016
Latest reply on Nov 30, 2016 by David Dlugosz

My client is requesting that a Task or Note record be related to two (2) Modules, Accounts and Opportunities.

 

What I am trying to achieve is:

 

From an Opportunity record, a Task or Note is entered from the Task or Note Sub-Panel. The new Task or Note record should also show up in the Account Sub-Panel for Tasks or Notes.

 

I tried different combinations of relationships; however, I am unable to get this working. Any assistance would be appreciated.

 

- Dave    

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