Display parent customer in activities view

Hello,

in our CRM version 4 we assign a queue to a task. This queue is
assigned to a contact. This contact has a account as parent customer.

In the activities view, we want to display a link to this account
(parent customer). Is this possible?

I could create a view based on field in the account, but I do not see
a way to display it in the list.

Thank you!

Regards.
Uwe

fortis
Sun Apr 13 10:41:00 CDT 2008


--
Fortis
http://www.webfortis.com


"Uwe Braunholz" wrote:

> Hello,
>
> in our CRM version 4 we assign a queue to a task. This queue is
> assigned to a contact. This contact has a account as parent customer.
>
> In the activities view, we want to display a link to this account
> (parent customer). Is this possible?
>
> I could create a view based on field in the account, but I do not see
> a way to display it in the list.
>
> Thank you!
>
> Regards.
> Uwe
>

fortis
Sun Apr 13 10:43:01 CDT 2008

Yes, you should be able to do this easily - Select Record Type = 'Regarding
(Contact)' from the drop-down in the customization page and select 'Parent
Customer', adding it to the Activity form.
--
Fortis
http://www.webfortis.com


"Uwe Braunholz" wrote:

> Hello,
>
> in our CRM version 4 we assign a queue to a task. This queue is
> assigned to a contact. This contact has a account as parent customer.
>
> In the activities view, we want to display a link to this account
> (parent customer). Is this possible?
>
> I could create a view based on field in the account, but I do not see
> a way to display it in the list.
>
> Thank you!
>
> Regards.
> Uwe
>