show account name in pending activity listing
Currently it shows just the contacts. Would like to see the account (company) as well to make it useful.
3
votes
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JJ Smal commented
Sadly there is to much clicking into things currently - cant see company name in activity listing (only if you add, but only if the company has an email address)
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JJ Smal commented
I realise you can see it, if you add it. Howsoever, if I add a contact, it should be automatic. More than likely you will need to expand the related to in 2 separate fields - contacts and account.
To much dependent on my/team memory, especially if you tie in the deals.