How to get lead/client name to show up on tasks
Hi Everyone,
I am setting up my new Zoho account. I am wondering how do you get the lead/client name to show up on the home page within the task widget? For leads I found I can use the "related to" function to get the lead name and for clients I can use the "contact name" but I am wondering if there is a way to the lead or client name show up for one field. Attached is a picture, I erased the last names.
Thank you.
I am setting up my new Zoho account. I am wondering how do you get the lead/client name to show up on the home page within the task widget? For leads I found I can use the "related to" function to get the lead name and for clients I can use the "contact name" but I am wondering if there is a way to the lead or client name show up for one field. Attached is a picture, I erased the last names.
Thank you.