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Adding columns to: Activity Entity - Associated View RRS feed

  • Question

  • In my custom app, I am using the Phone Call activity for managing phone calls that customer care agents have to make to potential customers.  I have customized the Phone Call entity by adding a few more attributes.  I want to display some of these custom fields on the activity associated view. 

    So, if I open up a "Contact" and go to the "Activities" section, the information that gets displayed only pulls information from the "Activity" entity.  Is there a way to pull information from the "Phone Call" entity? 

    Any help will be appreciated.

    Thanks.

    Sunday, June 6, 2010 11:31 PM

Answers

  • Hi,

    I am afriad, it is by design, I don't think it will be possible, The view shows the columns which are on "ActivityPointer" (kind of the base class for phone, fax etc) but it doesn't show the columns from dervied activities (phone, email, fax etc). it is logical as well as the field on your phone entities do not exits for other entities (like email, fax etc). This view shows only the fields that are common to all the entities. 

    But you can create a custom view from Advanced Find (remember again for phone only) and show it in a Custom Iframe on "contact" entity. see below for this.

    http://jianwang.blogspot.com/2009/05/crm-40-iframe-show-advanced-find-result.html


    Muhammad Ali Khan
    http://malikhan.wordpress.com
    Monday, June 7, 2010 6:11 AM