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Use company phone number in task list

Tuned Listener
Posts: 8
Country: United Kingdom

Use company phone number in task list

Hi

 

Does anyone kow how I can use the company phone number, instead of the contact phone number in the tasks list? The reason I need to do this as a number of companies we have imported for telesales don't have contacts associated with them. This means we have no telephone number displayed in the task list and we have to go in to the company file for every call to be made. As we have 0000's of companies in, this is a very time consuming task for sales staff.

 

TIA

 

CraigP

Tuned Listener
Posts: 8
Country: United Kingdom

Re: Use company phone number in task list

Anybody???
Copper Contributor
Posts: 157
Country: United States

Re: Use company phone number in task list

I take it that you have already tried to customize the columns to include the phone numbers that you desire?
Tuned Listener
Posts: 8
Country: United Kingdom

Re: Use company phone number in task list

Yes. It doesnt seem to give the option to use the telephoe number from contacts.

 

CP