Hi,
I've just joined and hopefully my question has not been covered already. I could not see the question I had in the forum already.
I have created a new "person" entity and have the system working really well. But there is one thing that I'm stuck on and wondered if someone could point me in the direction.
When I create a call, or meeting I want the "person" entity that is called "candidate" to appear in the attendee list on the right hand side, such as "lead" & "contact". How do I achieve that outcome?
Any assistance would be greatly appreciated.
Thanks,
R
I've just joined and hopefully my question has not been covered already. I could not see the question I had in the forum already.
I have created a new "person" entity and have the system working really well. But there is one thing that I'm stuck on and wondered if someone could point me in the direction.
When I create a call, or meeting I want the "person" entity that is called "candidate" to appear in the attendee list on the right hand side, such as "lead" & "contact". How do I achieve that outcome?
Any assistance would be greatly appreciated.
Thanks,
R
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