How to show deal associated with task on task table?SOLVE
Apr 19, 2017 2:22 PM
The task table shows the contact associated with a task. However, my tasks have both contacts, companies, and deals associated with them. Is there any way to get the screen to show the associated deal rather than the associated contact?
Solved! Go to Solution.
Apr 20, 2017 2:58 PM
The only time Deal that is associated with a Task is displayed on Tasks table is when that Deal is the only record associated with the Task. If the Task is associated with a Contact or Company, then the associated Contact or Company will be displayed instead. At this time there is no setting to change this functionality such that an associated Deal will be displayed when there are other records also associated with the Task.