Home

Jun 19, 2009

Change the Default View of Phone Call Activity

I saw post where developer want to display Contact First Name, Last Name and Phone Number on click on Activity link in workplace. So that user can generate phone call report and call the respective client. Here is how you can achieve this.

In order to have a custom view as per your requirement you have to modify the views of Phone entity itself.
When you want to display it, you should select the activity type = ‘Phone Call’ which will load the Phone Call in view dropdown list.

Now Add the required field in the views of Phone Call which being displayed in View Dropdown list.

How to Add fields in View. Let say you want to modify All Phone Calls view of View dropdown list.

Go to SettingsàCustomizationàCustomize Entitiesà PhoneCallà Forms and Viewsà All Phone CallsàAdd ColumnsàRecord Type(Drop down list)àRegarding(Contact)àSelect the require fields
Finally save and publish your changes.

You should be able to see your columns in “Action Type=Phone Call” and View=”All Phone Call”

No comments: