Custom Banners On the Activity Screen

Is there a way to create custom activities that would show in the activity screen, where it shows Contact, Note, Email.  I would like to be able to put in Text Message, Phone Call, so that way it is easy to sort through correspondence vs. notes on the activity screen
 

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  • Rob,

    It sure looks to me like that is a system controlled element. How do you use this page? I don't very often so I'm curious. I do hope someone else has a better answer as I'd also like to learn this.

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  • Hi Rob,

    I think the view you are showing is from the HOME screen? And I'm not sure that is customizable. But  I would recommend customizing your categories and then sorting by task in that view to see phone call vs. text message, etc. You can learn about customizing categories here

    This is an example of how we use customized TASKS. This is the view under tasks for an individual contact and I can easily identify a phone call vs. email, etc.:

    I hope this helps!

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