Hello.
In the contacts and companies table view, is there a possibility to view the details of last communication or last activity?
In the table view, currently, I am able to see last contacted or last activity date.
But when I log a call or a note for a client, I’ll add a brief description of what was discussed. I want the field to show briefly what happened in the last communication/activity.
Hi @AK12,
This is not possible – the index pages (Menu > Contacts > Contacts / Companies) only show information stored on the contact or company record. They can’t show anything that is stored on a different object (e.g. an activity).
In case you’re storing this information in a contact property (as opposed to logging a note, email, call), then yes, you can include this property as a column on the contact index page by clicking Actions > Edit columns. (I wouldn’t recommend switching from logging activities to a contact property however. This means that many default reports and filters won’t work anymore. This would only be a feasible option if you’re already doing this.)
In a Professional subscription it’s possible to create custom table reports to include activity information alongside contact information. In the free CRM, however, this is unfortunately not possible.
Best regards!
Thanks for the reply. I understand the issue now.
