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Activity Views do not display Contact Info

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Posted on by surajtalreja

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D365 V9 +

Hello

For some reason even though I've manually added a Contact lookup on a Activity (Phone Call / Email) form ( after disabling the hide business rule),

the Activity View ( My Open Activities / My Tasks) doesn't seem to display the Contact information even though I add it as a column to the View. It shows blanks as in the image above ( the last 3 columns are the ones in concern)

I am using the Regarding(Contact) option that is available to add as a column to the view.

Can someone kindly guide what I may be missing to be able to display the Contact info on the View ?

Best,

Suraj

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LuHao 40,892 on at

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Hi suraj,

Regarding (Contact) is actually the field 'Regarding', not the Contact lookup field you added to the form.

The Record Type in the view editor should be selected as lookup field name (Contact), like 'Partner Contact (Contact)'.

The column name should be field name of the contact entity (lookup field name), like 'Full Name (Partner Contact)'.

So please add the correct columns to the view.

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ba365guy 2,950 on at

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Hi suraj

It works for me. Please see below:

Only if the regarding field has contact type of record.

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ashish12 3,079 on at

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Try to add with advance find and if you can see the data, then add in the actual view.

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