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Difference between Customer and Company fields.....

edited Jun 2, 2025 2:22PM in Ask A Guru 11 comments

So the Activity forms and reports (Phone Calls etc) use the field 'Company' to hold the Customer it relates to (I think because you can apply a Phone Call to a Vendor as well, and this would go into the same field).

I have created a Custom SubTab to display all previous phone calls on a new Phone Call form (and the saved search links nicely using the Company field).

I also want to show previous Emails (Messages) and User Notes.

The saved search for User Notes does seem to have a Company field (in Results) - but this field is not available in the Filters tab (and so cannot be linked in as a SubTab

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