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Call Tagged to an Account Not Appearing in the Account's Call Log Ribbon (CRM)

Overview

When you open a call record in the Call Log module and tag an Account to that call, the call does not appear in the Account's related Call Logs section in the ribbon area.

Possible Causes

  • This is a known bug. The call should appear in the Account's Call Logs ribbon after being tagged — if it does not, something has gone wrong and the issue needs to be escalated.

  • Note: This is not expected behavior. Tagging an Account on a call record is designed to create a relationship between the call and that Account, and the call should display in the Account's Call Logs ribbon accordingly.

Solution

  1. Confirm the Account is correctly tagged. Open the call record in the Call Log module and verify that the correct Account has been selected in the Account field on the call record.

  2. Check the Account's Call Logs ribbon. Navigate to the Account record and look at the Call Logs section in the ribbon area to confirm whether the call is missing.

  3. Escalate to Dazos Support. If the Account is correctly tagged on the call but the call is still not appearing in the Account's Call Logs ribbon, this is a bug. Contact Dazos Support so the issue can be investigated and resolved.

Still Need Help?

If the call is still not appearing in the Account's Call Logs ribbon after confirming the Account is correctly tagged, please contact Dazos Support. This is not expected behavior and should be escalated for investigation.

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