In the CRM View for Activities (the one that shows Customers, Open Potential, Leas/Contacts, Others in the one screen)
- how do i get an Account to show in the Customers section? have tried various things, and can't get any Account info to show in there
- also is it possible to customise this? e.g., get rid of the Others tab and perhaps add my own custom tab showing info from another entity
Regards,
David