Method:Classic General Q&A

Re: Linking Customer Table to Activity Table

KatesRealFood — Fri, 23 Sep 2011 22:59:30 GMT

My apologies for the delay, but thank you Michael!

Re: Linking Customer Table to Activity Table

Method_Michael — Tue, 06 Sep 2011 14:43:21 GMT

Hi KatesRealFood,

Try this:

Go to Customize > Tables / Fields and click Edit Fields... for the Activity table
Select Add a Linked Field
For Link Using: select Entity
In the Linked field drop down you should now have the ablility to select the customer fields you want to add to the activity table.
Next step would be to customize the screen that you want these fields displayed and drag them onto the screen.

-Michael

Linking Customer Table to Activity Table

KatesRealFood — Fri, 02 Sep 2011 16:05:05 GMT

Can someone please walk me through the steps for linking customer table fields to the activity screen?

i.e. While a sales rep is entering activity info, I want them to be able to see current balance, phone number, lead status, and other Customer fields on the left hand side of the screen.