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Steve - Starwulf Displaying activity data in lead views
Users on my system use console to enter data and user a lead view at the top of the screen, and add comments in the add a new task.
They have asked that the comment (from new task) be added to the lead view at the top of the console screen.
However, although I can change the fields and criteria of the list view displayed I cannot add the data from the new task (specifically the comments).
Does anyone know how I can achieve this ?
Thanks
Steve
You want to display the next task comment in the lead list view?
A couple of challenges there, but possible using a trigger. (Maybe other ways too, this is the one that comes to mind first.)
Modifying the Lead object
0. Add a lookup field on Lead to Task called "Next Action"
0.1 Add a formula field on Lead that displays the Comment field from the Task related via the next action
0.2 Add the formular field to your Lead list view
Trigger Flow
1. When someone saves a task
2. Inspect if the WhoId is a lead
3. If it add this new task to the next action field on a lead
4. When someone closes a task for a lead that is a next action, remove the next action relationship on the lead