Cusotmize by adding fields for "Last Activity" and "Future Activit

T

TRM792

From a sales management perspective whether it is a view of "Account",
"Business Contact", "Opportunity" that you view summaries of, you need to see
"Last Activity" (whether it is a past Task Completed Date or a Past
Appointment Date) and "Future Activity" (whether it is a Future Task
Completed Date or a Future Appointment Date).

The same holds true for "Reports" of "Account", "Business Contact",
"Opportunity" as well as "Activity"

Please provide instructions on how to customize both the "Views" and the
"Reports" to enable those past and future dates for completed Tasks, and
Calendar Appointments related to the accounts and contacts.
 

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