How to configure the Activity panel and subview to show only activities excluding historical data?
in Sales
Summary:
In the Activities panel and its subview, the system is currently displaying all historical activity records and notes. We want the panel and subview to display only the activities created by the user, specifically Tasks, Appointments, and Call Reports, and exclude all other historical or unrelated activity records.
Content (please ensure you mask any confidential information):
Version (include the version you are using, if applicable):
Code Snippet (add any code snippets that support your topic, if applicable):
Tagged:
0