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• 5.3 • 5.8

Customizing Activity History Forms to Show Notes

If you would like notes to appear in the list view in the Activity tab, found in section Search & Preview Records > Contacts, it is possible to configure a data field to show this information.

In order to do this, take the following steps:

  • Open your Activity History form in the edit mode
  • Add a Text field
  • Map its data field to Activity History > Notes; it should show $(ActivityHistory.notes)

When this information is displayed, it is possible to copy and paste any text contained in the notes.

Adding "notes" to an Activity History form

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