Skip to content
Set up Virtual Conferencing Integration › Integration with Virtual Conferencing › Integrating Field Service Management with other applications › Configure › Field Service Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Customize the display of conference recording information

Customize the Conferences related list to display specific information about conference recordings for work order tasks.

Before you begin

Role required: admin

About this task

As dispatcher or a Field Service Manager, you can listen to conference recordings of Zoom and Microsoft Teams meetings held to resolve customer issues.

Procedure

  1. Navigate to All > Field Service Management > Work Order > All Work Order Tasks.

  2. Open a work order task from the list.

  3. Open the Conferences related list.

  4. Click the personalize list icon (

Image omitted: IconPersonalizeList.png
Personalize list icon\) in the upper left corner.

  1. Use the dual listbox to move the following items from the Available column to the Selected column.

    • Number
    • Active
    • Service Provider
    • Conference Call ID
    • Description
    • Duration
    • Created by
    • Recording
    • Click OK.

Parent Topic:Configure Field Service Management Virtual Conferencing Integration