I use zoho crm. When we are working our "Activities List" seeing the associated telephone number would speed up our process
I use zoho crm. When we are working our "Activities List" seeing the associated telephone number would speed up our process.
I see on the Activities module I can: Edit - Delete - Clone View - Create View.
I would like to see: "Telephone" as one of the Choose Columns Available options. Then I should be able to add it to the "Selected Columns".
Then I would be able to click on the "Activities" tab and see my chosen view with an associated telephone number. As it is now I am clicking on the related to viewing the telephone number there. Then I have to go back to the "Activities" tab and click "Edit" next to the in-question activity to make updates or complete the task.
As I see now there is no way to have the telephone number of the associated "Lead" or "Contact" display on this view.