Hi all,
I'm struggling with the configuration of Service Request Follow-ups and Tasks inside of 7.1 SP10.
We've created Z-types of both Service Requests and Tasks. While from the 'Create' quick links on the left-hand side of the CRM UI I can have it launch our Z-type Service Request, I cannot figure out how to get it to launch the Z-type Task.
Also, when in a Service Request and needing to create a Task via the follow-up link, I can't determine where to config the follow-up listing to not include the standard task and include our Z-type.
Any thoughts on how to do this would be greatly appreciated!
