Summary:

A loss of context issue may occur when creating a Task from a Case linked to an Account record. The issue occurs when the user navigates to the case via the Recent List, then creates the case.

Symptoms:

After creating the task, the Company and Person fields are correctly set with the context data from the task, but the Account field stays empty.

Cause:

The issue is due to the account ID not being carried through correctly via context when using the Recent List.

Resolution / Workaround:

A workaround is available.

Add the following code to the custom content box of the CommWebPicker screen on the Comm_Link entity:

<script>
crm.ready(function()
{
            if($("#_Datacmli_comm_accountid").length > 0)
            {
                        try
                        {
                                    if(event)event.returnValue=false;
                        }
                        catch(err) {}
                        NavUrlcmli_comm_accountid();
            }
});
</script>

It may not be ideal as it will also open the Person SSA field.

Status:

The issue was resolved in the Sage CRM 7.2e patch.