Hi, can someone tell me how to change what information shows up on the Activity created on the CRM Board?
Currently I have Contacts and Accounts set up. When I create a Contact (e.g. Joe Bloggs) they are linked to the corresponding Account (e.g. Company & Co). There can be multiple Contacts set up linked to one Account.
When I add an Meeting Activity against Joe Bloggs the Activity then only states “Joe Bloggs - Meeting”.
How can I get this to state "Joe Bloggs (Company & Co) - Meeting?
The reason for this is the Monday.com app cannot search on mirror columns. I have both the Contacts and Account columns mirrored in the Activity board but you can only search based on these in the PC version. On the Mobile App l would like to search by “Company & Co”.