CSM Configure the Customer Activity view

itspezi1
Tera Guru

Hi Team,

how can I add something in the customer activity? I have added a field in the contract table and would like to display the list here.

 

itspezi1_0-1716475238934.png

BR

1 ACCEPTED SOLUTION

Kieran Anson
Kilo Patron

You can manage this via the Activity Contexts menu

KieranAnson_0-1716493023411.png

If you just want to add a field to display along side a contract, open up the activity context you wish to modify (e.g Account)

KieranAnson_2-1716493124885.png

 

Select the "Facet" 

KieranAnson_3-1716493145674.png

 

And then change the Facet fields using the list field (where start date is, in the below picture)

 

KieranAnson_1-1716493093554.png

 

View solution in original post

1 REPLY 1

Kieran Anson
Kilo Patron

You can manage this via the Activity Contexts menu

KieranAnson_0-1716493023411.png

If you just want to add a field to display along side a contract, open up the activity context you wish to modify (e.g Account)

KieranAnson_2-1716493124885.png

 

Select the "Facet" 

KieranAnson_3-1716493145674.png

 

And then change the Facet fields using the list field (where start date is, in the below picture)

 

KieranAnson_1-1716493093554.png