To Include key Opportunity information along with details of the latest activity, such as Activity Date, Activity Type, Activity title in the search result.
Result Tab Columns:
- Activity: Date
- Activity Type
- Activity Owner
- Activity Title
- Additional necessary columns for key opportunity information
Summary Type:
- Set summary type for Activity: Date, Activity Type, Activity Owner, and Activity Title to “maximum”
when order by field:
- Set the “when order by field” for the Activity Type, Activity Owner, Activity title as Activity: Date.
This configuration will display key opportunity information along with details of the latest activity, ensuring that the most recent activity is accurately reflected.