Hi, we recently transitioned to Lightning and we used the 'Log a Call' feature frequently in Classic. We had an 'assigned to' field that we really need but on Lightning, a small pop up window comes up when you click 'log a call' and the only fields are: Subject, Comments, Name, Related to. Does anyone know how to edit the fields/layout that display in this pop up? Thank you in
#New Task #Log Call Action #Sales Cloud #Marketing Cloudadvance!
6 件の回答
Hi Janelle,
If I understood your question correctly, you need to go to Setup/Global Actions/Click Layout hyperlink next to Log a Call.
