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How to Add the Account Name to Activity Views? RRS feed

  • Question

  • Activities have a Regarding field.  In this field, users can select Cases, Contacts, Accounts, etc.  How could we add a column to a View which displays the Account Name associated to a Case or Contact for which the Activity is regarding?


    • Edited by petrosk Tuesday, June 10, 2014 8:52 PM
    Tuesday, June 10, 2014 8:47 PM

Answers

  • When selecting columns to display on the view, choose "Regarding (Case)", then you can select customerid.

    • Marked as answer by petrosk Wednesday, June 11, 2014 6:15 PM
    Tuesday, June 10, 2014 9:17 PM