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CRM Tab Created By Field

Greg H. shared this question 8 years ago
Answered

When i create task in CRM it works fine but the created by tab is not filled in when I enter the task but when one of my staff enters the task it shows created by the staff member.


Is there a way to get it to show created by when the admin creates the task? I would be good to have the ability as well i think so everyone is on the same page as to whom created what tasks if there are any questions

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Admin created tasks will not show. You should have your own worker account with full access and use it. The admin account should not regularly be used since you will have more features using your worker account.

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