The sales team mainly works from the tasks page (sales, tasks). When you hover ver a task name and click edit you see the task details on the right hand side.
It would be very beneficial and time saving to be able to customise this task pannel.
For example, phone number isnt shown.
The benefit of this change is timesaving, the sales team can work more effecticly from the task page without having to go into each contact.
Hi @BradHennessy,
While I don’t have a fix to customize the task pane I will suggest using task queues. While it takes the team away from task view it will allow them to move from one task to the next efficiently while allowing them to take notes on the actual contact record when making phone calls.
Alternatively, you could create a custom report and customize what’s shown on the report screen, however working from a report itself may have its own challenges. In this case, I would still suggest task queues.
In the meantime please post your customization idea to the ideas forum!
Josh