Can I customize the associated views or filters?

You can customize the associated views displayed when you select related records under Details. Most entities have one associated view that is used when the entity is displayed as a related record.

However, the Activity entity has two associated views. To customize the Activity views under Details, you need to know which view is displayed:

You cannot customize the Filter on and Include drop-down lists that limit data in the views. You cannot change the default value or add new values.

Related Topics

Customizing Entities - Troubleshooting

Create and Work with Reports

Write a Report Using Report-Writing Tools

Customizing Entities

Customizing and Organizing Reports

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