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Sara Lamothe
Customize "What" dropdown field on Tasks
Hi everyone,
We always related our tasks to a project in the "What" lookup field. By default, the dropdown menu suggest Opportunity. That forces us to change the selection every single time we enter a task.
Is there a way to make "Project" as default selection? I don't mind that all the others suggestions stay in the menu, but I would like to change the default selection.
Is that possible?
Thanks
We always related our tasks to a project in the "What" lookup field. By default, the dropdown menu suggest Opportunity. That forces us to change the selection every single time we enter a task.
Is there a way to make "Project" as default selection? I don't mind that all the others suggestions stay in the menu, but I would like to change the default selection.
Is that possible?
Thanks
Hi,
This idea has been raised refer below link.
https://success.salesforce.com/ideaView?id=08730000000BrBvAAK
I have not tried but there is a app in appexchange which may help you.
https://appexchange.salesforce.com/listingDetail?listingId=a0N30000009wj3REAQ
Please mark it as solved if my reply was helpful. It will make it available for other as the proper solution.
Best Regards
Sandhya