Custom Field data to display on a task page layout

Question

My nonprofit needs some help with our rent followup. When we create a Rent Assistance record it automatically creates a task for us to do a Rent Follow Up on that record six months later. My problem is that the Rent Follow Up Task Page does not have any of the information from the client custom fields from the Contacts or the Rent Assistance Record (Client Name, Address, Date, Amount paid, Check number, Landlord contact info etc.). I want to pull these fields onto that page and have that information displayed there as well. It is all entered on the Rent Assistance record (Custom Object?) as well as on the Contact record. There is a Link for the Rent Assistance Record there, and it does display a bit of that info if you hover on the link, but not enough to prevent users from having to leave the Task Page to get all the information needed to complete the task. Can I get some fields there that display this information which has been entered in Salesforce? Or, as a Plan B, can I adjust the hover settings on the Rent Assistance Link and add some fields there?

Jackie Doan · Answer

Hi Mitchell,

Yes, you can modify the fields that display on hover. To do that, edit your page layout on your Rent Assistance Object, then in the header, click 'Mini Page Layout'. that will allow you to change your hover view.

Custom Field data to display on a task page layout

Data Management

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