Create 'New Task', 'New Event' and 'New Phone Call' Shortcut Buttons on the Employee Form

The steps below can be used to display New Task, New Phone Call and New Event buttons on the employee form. These buttons are by default available on customer forms under Communication tab > Activities subtab.

1. Navigate to Customization > Forms > Subtabs.
2. Click the Entity tab.
3. Create a new tab called Activities.
4. Click Save.
5. Navigate to Customization > Lists, Records, & Fields > CRM Fields > New.

Add New Task button:

6. Set Task for Label.
7. Select List/Record for Type.
8. Select Employee as List/Record.
9. Mark the Store Value and Record is Parent checkboxes.
10. Mark the Task checkbox under Applies To tab.
11. Under Display tab, select Activities from the Parent Subtab field.
12. Click Save & New.

Add New Phone Call button:

13. Set Phone Call for Label on the second custom CRM field.
14. Select List/Record for Type.
15. Select Employee for List/Record.
16. Mark the Store Value and Record is Parent checkboxes.
17. Mark the Phone Call checkbox under Applies To tab.
18. Under Display tab, select Activities from the Parent Subtab field.
19. Click Save & New.

Add New Event button: 

20. Set Event for Label.
21. Select List/Record for Type.
22. Select Employee for List/Record.
23. Mark the Store Value and Record is Parent checkboxes.
24. Mark the Event checkbox under Applies To tab.
25. Under Display tab, select Activities from the Parent Subtab field.
26. Click Save.