Creating tasks with custom fields?
I spoke to the sales team before making the purchase of Zoho about creating customs tasks for follow ups and was assured I could based on custom list views. I have created custom fields for contacts to identify groups such as business partners, friends & family, potential clients, existing etc. but now when I go to create a task, these fields are not appearing. They do not appear to have been dragged over from the contact details. How do I create tasks based on the fields I have used to identify them?