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How To Add Customer Detail During Task Creation From Sales Dashboard? (Doc ID 2570015.1)

Last updated on AUGUST 09, 2019

Applies to:

Oracle Sales - Version 12.0.2 and later
Information in this document applies to any platform.


On : 12.0.2 version, Sales Dashboard

Requirement is to add Customer detail while creating Task from Sales Dashboard.
Navigate to Sales User (R) -> Sales Dashboard -> Tasks, proceed with Create Task. Post filling header information in Details section cannot add Customer name because the field cannot be updated and the value is "none"

How to add customer detail to the Task?


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