I Need to edit the way the contact history is used. When an employee closes an activity they record what type of call it was and I need to add another item to the drop down list. The field is called 'Results' I also need to do this for when they add a history to their contact field. I tried to use the 'Define Fields' option, but I can't find a way to do this as it only allows me to edit the contact info, not the notes area. I'm hoping I don't need to import fields from an older version. Any help would be great! Thanks
Essentialy, when our sales people close an Activity, they have a drop down list of items to choose fom; Call Completed, Call Left Message, Call Attempted, and Received. I wan to add a Field of "Email".