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Custom Task Fields

Hello,

 

I would like to have the fields " Direct Phone" and "Mobile Phone" from the Contact to populate on the Task record when creating a new task from a contact. The contact phone does this natively.

 

Is this possible to do?

 

Thanks,

SC 

Forza di SognoForza di Sogno

You should be able to use a calculated (formula) text field - here's an example for the contact's home phone number:

 

 CreatedBy.Contact.HomePhone

Sonam_SFDCSonam_SFDC

Hi SC, 

 

I don't think it would be possible to bring down the " Direct Phone" and "Mobile Phone" from the Contact to the task record even if we try to create a formula field.

 

Reason being the formula field is calculated after the record is saved and I understand your requirement is to populate the numbers at the time a new task is being created.