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Activity listing - add fields

activity listings forms

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#1 wmike1503

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Posted 31 May 2016 - 04:03 AM

Hi all,

 

I've asked a few questions as a new user - not much response unfortunately.

 

However,  I'll have another go.

 

Some of the listings and forms need extra data to be shown.

 

For instance the 'Today's Actions' would be much more helpful if there was a field for company or account.  I can see no way of doing this from the admin pages.

 

Also the reminder dropdown that pops up regularly just states what is needed or overdue - again, this would be more helpful if it contained account and contact name.

 

If, I am missing something obvious, my apologies.

 

Any suggestions, please?

 

 

Cheers,

 

Mike

 



#2 netmax

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Posted 31 May 2016 - 05:52 AM

if you want to view the contact's name or account for which you have done the action you can choose which columns to display at the top

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#3 wmike1503

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Posted 31 May 2016 - 05:54 AM

Hi,

 

Yup - tried that - the fields aren't available in the column listings in actions.

 

Cheers,

 

Mike



#4 netmax

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Posted 31 May 2016 - 07:08 AM

which fields you want to display?

if you want to view the contact's name or the account name , select the column association, the column association type displaying the type of contact (account or contacts)



#5 wmike1503

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Posted 31 May 2016 - 07:53 AM

As I have said earlier :)  I simply want to display the account name for the contact in the activity list - this is just not available - the same goes for when looking at email listings - very minimal information - you have to actually open each item to get detail.



#6 alt_f4

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Posted 01 June 2016 - 01:27 AM

Yes, Mike is right. Same here...







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