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NSC | Add the Date Completed Field When Logging Tasks for Leads

edited Aug 23, 2022 6:57PM in CRM


When working with Tasks and Lead records, it is necessary to view the Due Date and the Date Completed fields under Communication > Activities tab. In the Default view, the given Date field is the Task's Due Date.


Solution:

To display the Date Completed in the Custom View, create an Activity Saved Search and add the Date Completed field in the Results tab.

Custom views allow you to view a list based on the results of saved search criteria.

Output:


Do you have a different method for including the Date Completed field in the Activities tab? Please share your thoughts below.

Michelle Jabanes | Ask a Guru

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