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Nicholas d'Hotman
Configure the Task Composer on the Account Page in Lightning Experience
Hi,
I am looking to move our organisation to the lightning experience as it is clearly far more simple and could result in less time wasted on CRM by our sales staff. The Composer section for Tasks on the account page is very effective but I cannot seem to find where to customise this layout. I need to add fields to this quick create composer. Is this possible.
Also is there any way to allow inline editing in lightning experience?
Nick
I am looking to move our organisation to the lightning experience as it is clearly far more simple and could result in less time wasted on CRM by our sales staff. The Composer section for Tasks on the account page is very effective but I cannot seem to find where to customise this layout. I need to add fields to this quick create composer. Is this possible.
Also is there any way to allow inline editing in lightning experience?
Nick
Remark:Inline editing is not supported in lightning winter release but from Spring 16 release you can inline editing in lightning :)
All Answers
Remark:Inline editing is not supported in lightning winter release but from Spring 16 release you can inline editing in lightning :)
I am not sure you understand what I need. In the lightning experience, if you are on an account, there is a button to create a new tast on the right hand side. This allows you to create a task associated with the account you are on but I cannot seem to add fields to this form.
One more question. Is it possible to change the default view to display the details rather than the related list on the accounts, contacts and opportunies?