Hi everyone - nice to join the community!
We have a question about the 'Subject' on the schedule. When you create an event using the 'Add to schedule' button against an account, the name of the account is automatically added to the subject field and is shown in the schedule list view for the day. However, we would like add some more detail to the subject field, but also show the account name. So I have two questions:
1. Can we modify which field is shown is the summary screen? It looks like if you use the custom object option, you can select which field is the 'Event Name Field' in the config?
2 If not to Q1 - can we add the customer name to the summary page on the next line (<br>) ?
Kindest regards
Malcolm
@Malcolm Mackay It sounds like you want the subject to appear differently on an event that is created from Maps. This is possible with a bit of Salesforce magic.
What you'll need to do is create a custom field containing the string that you'd like to see. In my example, Im taking the Account name + Industry + Annual Revenue. So I created a custom formula that looks like this and called it "Enhanced Subject":
Name &' - '& TEXT(Industry) &' - '& 'Annual Revenue - ' & TEXT(AnnualRevenue)
The subject of the meeting pulls from Tooltip 1 on the marker layer, so make sure you point to your new custom field on that Tooltip. I attached a screenshot below to show you.
When you add these markers to the schedule, they will be saved with the custom subject onto the calendar. If I've misunderstood your question, please let me know.
