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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.

Hi KatesRealFood,

Try this:

1. Go to Customize > Tables / Fields and click Edit Fields... for the Activity table 
2. Select Add a Linked Field
3. For Link Using: select Entity 
4. 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.
5. Next step would be to customize the screen that you want these fields displayed and drag them onto the screen.
    

My apologies for the delay, but thank you Michael!