I have been able to modify the Zoho interface very nicely except that I would like to be able setup a Potential column within the list of Tasks.
I can go into Potentials and create a task that is then shown in the Task pane (detailed view). Except that I would like to see the Potential related to the task as a column and I have not been able to find out how to add it to the Task layout.
I can go into Tasks and create a new Task and associate it to a Potential. I can then see the Task within Potentials. Everything is fine. Except that I cannot figure out how to create a column for my Tasks, showing the related Potential, within the Task view.
The information is there. Both Task and Potential, are related. Otherwise I would not even be able to create a Task with an associated potential or create a Task within a Potential.
Please help. This is frustrating exactly because it seems so close to be able to place the information that is already within Zoho within a view.
Any ideas?
Best regards,