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Hi there,

 

I've done this once but can't remember and was hoping for some help. 

In my activity widget on a layout I have quick adds: New Engagement task and New General task (See photos). I have a third task I want to add as an option and I only have one option for contacts. 

Where do I go to fix that?

 

Trying to add an option from a quick button

 

Screenshot (325).pngThanks

 

 

#CRM Configuration

6 Antworten
  1. 19. Apr. 2024, 14:34

    Hi @Rosie Lewis, ok understood! In order to add more actions, for the object whose lightning page you are showing in the screenshot, you will have to go to Object Manager --> Page Layouts and in the relevant page layout, add drag the new Action (from the "Mobile & Lightning Actions" category) to the section "Salesforce Mobile and Lightning Experience Actions" of the page layout. After saving that you should see the third action the Activity Component. Hope this helps!