Adding Fields to the Activity Panel

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In this article, you will learn how to add new fields to the Activity panel in any given object - such as Deal Pipeline, Contacts, and/or Companies. Creating custom activity fields will help you to capture necessary details about your calls and tasks on the fly, which you can then refer to later and even report on.  Go a step further and customize picklist values on existing Activity fields such as Subject type.

1. Go to Setup > Object Manager > Activity > Fields & Relationships > click New.

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2. Choose the preferred field type.  In this example, we want to create a general open text field to capture brief notes about the call, so we will choose Text Area

Note: The Activity object does not support Long Area Text fields; the maximum character count on Text Area fields in the Activity object is 255.

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3. Label your new field and add it to your page layouts by clicking Next, Next, then Save.

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4. Once the field is created, add it to your global activity layout by going into Setup > Global Actions > click Layout next to the action you want the field added to.  In this example, we will add the newly-created field to the "Log a Call" action.

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Drag and drop the new field onto the page layout below, then save your changes. 

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Refresh your browser to see the changes in action.

 

Feel free to reach out to Product Support (rethinkcrm@buildout.com) if you have any questions.

 

 

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