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JohnM86
Helper II
Helper II

How to add a custome table to activity to record phone calls

Hi everyone, 

 

I hope you are all keeping well. 

 

I am having a little bit of an issue where we have a custom table named contractor accounts (which is basically a duplicate of accounts in the model-driven app) where we are unable to log a phone call activity to the contractor's account. I was wondering how do we go about adding the contractor's account so it can be selected in the 'To' section of the activity? 

 

I have attached images for your reference

 

We go to add a new activity

JohnM86_0-1661520170333.png

We select the phone call activity

JohnM86_1-1661520194765.png

we attempt to add the 'To'

JohnM86_2-1661520226279.png

 

However, we are not given the option for the contractor's accounts as detailed in the image below

JohnM86_3-1661520263225.png

 

Is there a way to add the contractor's account to this selection?

 

TIA 

 

 

1 REPLY 1
SBax
Impactful Individual
Impactful Individual

This is not possible I'm afraid. Unfortunately customisation of the to field in phone calls is not available 

 

I would suggest rethinking your approach, and perhaps use the account table to hold your contractor account table with a choice column to allow you to differentiate between contractors and other types of accounts 

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