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.