Activity fields - add primary contact's organisation/employer and address
When I add an activity against a person I am not able to view the organisation in the activity screen. This would be a really beneficial addition.
Additionally, the organisation's address is not immediately available. You have to open the organisation record to access the address. For example, you have a meeting booked, but you need to retrieve the address quickly. If this was listed on the activity it would save time. It could even be stored in a collapsed area, which can be expanded. The phone number would always be displayed, and clicking a "More..." button would display the organisation's address
kate underhay
shared this idea
Using a recently-released feature (a custom field type called a ‘Dynamic Linked Item’) you can now configure records to include these as required. Please contact us if you would like advice on how to set this up.
2 comments
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Keith Evans
commented
The Employer field has been added to the screen. The address information has not been added. You may wish to transfer your votes, and add comments to the idea titled Custom Page Layouts as this is a more advanced feature request that will allow greater customisation options.
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Keith Evans
commented
Yes. This is a sensible addition. Cases already list the primary contact's organisation/employer. Can the primary contact's employer field just be added to this part of the screen?
