Can Taskray object be available on Salesforce Campaign object so that all the tasks related to a Campaign can be seen in the Activity History under the Campaign object?
1 Kommentar
Hi Arvind,
Thank you for reaching out to us! TaskRay is 100% native to salesforce so this can be done by creating a custom field on the TaskRay object (Project or Tasks):
https://support.taskray.com/hc/en-us/articles/115000828868-Add-Custom-Fields-to-Projects-and-TasksI also recommend looking at our Field Trickler feature if you'd like to have both the Tasks and Projects look up to the Campaign object:
https://support.taskray.com/hc/en-us/articles/115001515447-TaskRay-Field-Trickler.
Let us know if you have any questions.
Thanks!
Lisa
