Monday, October 15, 2018

Display the Job Title of a Contact Associated to a Phone Call


1. Navigate to Customization > Lists, Records, & Fields > CRM Fields > New.
2. Enter Job Title for Label.
3. Set Type to Free-Form Text.
4. Unmark the Store Value checkbox.
5. Under Applies To tab, mark the Phone Call checkbox.
6. Under Display tab, select Related Records for Subtab.
7. Under Sourcing & Filtering tab, set the following:

  • Source List = Contact
  • Source From = Job Title
3. Click Save.

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