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    Hi Community,

    I am working with the phone call activity in CRM 2011. As you probably know, the Phone Call entity has a button on top that allows you complete the activity. Doing so will change the state of the record to completed and will automatically change the status reason to "made".

    Now I have created some new status reasons for te completed state. Thinks liks "Busy", "No Answer", etc. My problem is, as soon as I complete the phone call, the status reason is automatically set to "made" I can not change the status reason.

    Is there a way to have a pop up similar to other entities when I change the state? For instance, closing an opportunity will allow you to choose the status reason? Same goes for closing a lead or closing a case?

    Thanks a lot,
    Manuel

    manuel_altermatt@hotmail.com
    Tuesday, February 22, 2011 4:17 PM

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    Try to develop a custom dialog for your scenario.
    Cornel Croitoriu - Senior Software Developer & Entrepreneur

    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"

    CWS SoftwareBiz-Forward.comCroitoriu.NET

    Tuesday, February 22, 2011 6:04 PM
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    In addition to Conrnel's suggestion, if you need to avoid custom code, you can take a look at the options below to see if they fit.

    There are a few ways to accomplish this out of the box.  If you are on CRM 2011 you can use a dialog and train users to close records with the dialog.  First you would ask them for the Status Code (statecode) they want, Closed, Completed etc. then set the Status Reaons based on the selection (statuscode) or ask them what they want.  Once you have the information, close and set the values based on the selections or rules

    If you are on CRM 4, you can have the user select the Status Reason and trigger a workflow to close the record and set the appropriate values.  If you want to set the values based on rules, then create a custom field called Record Status or something like that, have the users select the appropriate value and use a workflow to close the record setting the values desired based on business rules.

    Regards, Donna

    Monday, February 28, 2011 5:43 PM

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  • Question
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    Try to develop a custom dialog for your scenario.
    Cornel Croitoriu - Senior Software Developer & Entrepreneur

    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"

    CWS SoftwareBiz-Forward.comCroitoriu.NET

    Tuesday, February 22, 2011 6:04 PM
  • Question
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    In addition to Conrnel's suggestion, if you need to avoid custom code, you can take a look at the options below to see if they fit.

    There are a few ways to accomplish this out of the box.  If you are on CRM 2011 you can use a dialog and train users to close records with the dialog.  First you would ask them for the Status Code (statecode) they want, Closed, Completed etc. then set the Status Reaons based on the selection (statuscode) or ask them what they want.  Once you have the information, close and set the values based on the selections or rules

    If you are on CRM 4, you can have the user select the Status Reason and trigger a workflow to close the record and set the appropriate values.  If you want to set the values based on rules, then create a custom field called Record Status or something like that, have the users select the appropriate value and use a workflow to close the record setting the values desired based on business rules.

    Regards, Donna

    Monday, February 28, 2011 5:43 PM
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    If you click "Mark Complete" it will default to complete - made; to use your custom fields, either change the default value of "complete" to one of your custom fields, or use the "Close Phonecall" button instead.

    Close Phonecall will prompt you for a status code (including your custom fields).


    • Edited by chris.nguyen Tuesday, July 24, 2012 9:57 PM Typos
    • Proposed as answer by chris.nguyen Tuesday, July 24, 2012 9:57 PM
    Tuesday, July 24, 2012 9:56 PM