Regarding panel
Use this panel to link your task to entity records.
When a task is linked to an entity record, it is displayed on the Communications tab of the record, forming part of the customer history.
|
Field |
Description |
|---|---|
|
Company |
Specify the Company record to which you want to link the task. |
|
Person |
Specify the Person record to which you want to link the task. |
|
Regarding |
Specify the Opportunity, Case, Order, or Quote record to which you want to link the task. |
|
New Company |
Click to create a new Company record and link the task to that record. |
|
New Person |
Click to create a new Person record and link the task to that record. |
