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Former Member
Mar 14, 2008 at 02:48 PM

Label "Customer" shows in Activity Clipboard shows both Customer & Contact


In CRM 4.0 we were able to enhance this so contact record would show as 'contact' instead of 'customer' in the activity clipboard.

In 5.0 this seems harder to do. Have played with config & development but no luck so far.

Any thoughts on how to achieve? this is a B2B scenario.