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Setting future date on lead-linked phone call (in social pane) RRS feed

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    How do I do this from the pane here, without making a subgrid?

    As it is now people are scheduling tasks at a future date and then making the phone call.

    Monday, July 20, 2015 9:24 PM

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    Hi mate,

    You could create a custom field of date and time format and use workflows or dialogs to get by this.

    Regards,
    Darrel

    Please do vote as helpful or answer if this reply has assisted you in any way.

    Tuesday, July 21, 2015 12:13 AM