With Activities I mean:
- scheduled calls
- scheduled meetings
- planned tasks
In the Leads record dashboard for instance I can have the Timeline, but it shows past Activities.
I would like to have the same for the future ones.
With Activities I mean:
- scheduled calls
- scheduled meetings
- planned tasks
In the Leads record dashboard for instance I can have the Timeline, but it shows past Activities.
I would like to have the same for the future ones.
Hi Omar, this doesn't fully meet your needs, but there is a stock dashlet available called the Planned Activities dashlet. It shows upcoming meetings and calls related to the record you are viewing. It doesn't show tasks, but I thought I'd share it in case it might still help. Here's the documentation on it: Planned Activities Dashlet.
-Brenda
Thanks for the hints!
Actually I discovered the Calendar Scheduler does what I was looking for.
Omar