10-14-2019 09:02 AM
When I schedule a call all I see in the date/time window is the "Regarding" Field. I think it used to show a contact name or another part of the contact like company in that field. Is there a way to change this? Unfortunately I can't show a screenshot as the dropdown (circled in picture) disappears when I try to screenshot.
10-15-2019 06:06 AM
Yes, it should be showing contact and company information unless on an open blank record.
Firstly try running a repair / reindex.
Go to tools - Database Maintenance - Check and Repair
10-16-2019 10:57 AM
While the company is not displayed in the scheduling window, as long as the contact record shows a company, you can see it when you display scheduled activities using F7.
You may have to customize the columns by adding Company to the display.
10-16-2019 12:22 PM
Thank you John. Can you please give me a reminder how to customize those columns. I actually want to see the contact name along w/ the "regarding" column show up when scheduling a call. It used to do that so I don't know how it got changed.
10-16-2019 12:31 PM
That should do it for you.
10-16-2019 07:37 PM
I'm not sure we're talking about the same thing here. Actually I'm not sure I explained it well. I took a pic of my screen to help. When I click on start time to schedule a followup, the notation I see in the calendar is data in the "regarding column". I could have sworn that I previously remember seeing all the contact names scheduled for calls on that particular day.
Does this help?
10-17-2019 01:29 AM
Now think I understand and have also been able to replicate the issue. (ACT V21.0.7) machine tested.
This maybe a defect issue so would ask someone else to also try and respond.