System Fields (Activities Done)

Lloyd Stafford
Lloyd Stafford Member Posts: 1
edited July 2022 in Sales CRM #1

Hi, 

On my contacts > organisation screen I would love to see how many activities have been done so far.

I see there is a system field (and API key for this).

How do I transfer this into my main data fields tab so I can see this on my main screen?

Great product.

Thanks, Lloyd

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Comments

  • Brad Krause_13404
    Brad Krause_13404 Member Posts: 374
    5 Up Votes First Comment
    edited January 2021 #2

    Option 1:

    Turn on Overview

    image

     

     

    It will display this on the left side of the organization record:

     

    image

     

  • Brad Krause_13404
    Brad Krause_13404 Member Posts: 374
    5 Up Votes First Comment
    edited January 2021 #3

    Option 2:

    View completed activities in the organization list view by adding the column. 

    image

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