The "new task" screen therefore has fields and picklists that are valid for the sales folks, but when our technical folks need to add a task/activity to a Case they would need to see differnt fields and different values in the picklists.
I am no prorgrammer, so if it is possible to do this i would need a rather detailed description of the How-To
Thanks in advance for your help
4 Antworten
No programming needed. You just need to create a seperate Task Record Type for the Support folks to use. Then you create a page layout with only the fields necessary for them and assign it to that record type.
Click Your Name > Setup > Customize > Activities > Task Record Types
Creating Record Types:
https://na9.salesforce.com/help/doc/en/creating_record_types.htm
