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Add task field to sales opportunity.

edited Nov 22, 2019 10:24AM in CRM

For business reason, a user needs to add the task into the heading of an opportunity.

They could create the task from communication Tab, but they need that record to be at the header.

So no problem, Added the fiel, List /transaction type field. Then added to the entry form. Worked fine.

But...


Only displays the list of tasks, does not allow you to add new one.

Is it possible?


Thanks¡


RC

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