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Hello,
I have a problem where I should create lookup field to opportunity form and information should come from activities (phone calls and appointments). We would like to create just one field, but activity entity can't be a target record type as I understood correct?
So does anyone have any idea how I could choose either phone call or appointment record to this look up field? As I wrote we don't want create two different fields for those activities.
Best regards
Tuomas
Hello Tuomas,
May I know activities (phone calls and appointments) here refers to, smmActivities or anything else?
From my understanding, you may try to define initial activities for the opportunities. Would you mind sharing more details of your data model? If you are using custom tables for the activities, any chance to store phone calls and appointments to one table. Thank you.
Best Regards,
Austin Shen
Hi,
Unfortunately, the platform doesn't provide any ability like that.
Regards,
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