FOUND THE ISSUE WITH TASKS/CONSEQUENCES.


I am posting this as I think this feedback is valuable to new partners learning to use the CRM system like we are at this point in our continued efforts to grow and develop as a "senior Partner".


The issue was that the "To do" check box was not select on our Consequence rule that was the suspect of this crime.

Why did this seem like a bug?

The default seems to be to create a calendar event with "no show" as the default setting for the event.

This made the sales person not see the newly created activity nor did they see the calendar event.


Simple as always once you find the cause of the cause of the confusion. Now it is just for the Project transactions that do not bring in the tax templates consistently. We did notice that it does work most times I am investigating why it is not working sometimes. Maybe setting somewhere that controls this.