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How to add an activity RRS feed

  • Question

  • Hello all,
    Please tell me how can I add an activity?
    I have an appointment, phone call etc and I created a phone support.
    But when I want to create a new activity I dont see the phone support.
    anyone?
    Sunday, August 9, 2009 12:53 PM

Answers

  • You can modify an existing activity, like Letter, and you can rename it.
    • Marked as answer by lichi Thursday, August 13, 2009 7:13 AM
    Tuesday, August 11, 2009 7:49 PM
  • Also on the main form of your custom entity (customization window) whether you have added your entity in which area, WorkPlace, Marketing, Sales etc. It must be added to one area to be visible. Press Ctrl+F5 in your browser to get the latest setting after you save it.
    • Marked as answer by lichi Thursday, August 13, 2009 7:13 AM
    Tuesday, August 11, 2009 7:57 PM

All replies

  • Hi.

    You cannot add your custom entity in New Activity menu in supported way. But you can see your entity creation dialogue in New Record menu.
    Truth is opened the prepared mind My blog - http://a33ik.blogspot.com
    Sunday, August 9, 2009 1:01 PM
    Moderator
  • I don't see it in the NEW RECORD neither
    is it possible?
    Sunday, August 9, 2009 1:03 PM
  • Hi,

    Check for these two

    >>>1. Have you published the new entity that you created?
    >>>2. Check if you have the security roles to create, read, write, delete the custom entity that you created?

    Best Regards,
    Gagandeep Singh
    http://mscrmnovice.blogspot.com
    Sunday, August 9, 2009 4:41 PM
  • I published the new entity and I have an administrator role.
    Tuesday, August 11, 2009 4:47 PM
  • You can modify an existing activity, like Letter, and you can rename it.
    • Marked as answer by lichi Thursday, August 13, 2009 7:13 AM
    Tuesday, August 11, 2009 7:49 PM
  • Also on the main form of your custom entity (customization window) whether you have added your entity in which area, WorkPlace, Marketing, Sales etc. It must be added to one area to be visible. Press Ctrl+F5 in your browser to get the latest setting after you save it.
    • Marked as answer by lichi Thursday, August 13, 2009 7:13 AM
    Tuesday, August 11, 2009 7:57 PM
  • Thank you all!!
    :)
    Thursday, August 13, 2009 7:13 AM