locked
What are the activity associated views for? Can they be called somehow? RRS feed

  • Question

  • Our users use CRM mostly for tracking emails (very few track appointments or other activities in CRM). So they would like to display some useful e-mail related columns (From, To, etc.) in the associated activities and history views on forms such as accounts and contacts. However, the associated activity views can't display e-mail activity specific columns.

    So why do activity sub-entities such as e-mails even have associated views in the first place? -- these views don't seem to get displayed anywhere in the standard user interface. So I was was wondering if any clever CRM developers out there can describe an easy method of creating a custom screen to display the associated e-mail history view on accounts and contacts forms?

    Thanks, Neil

    Wednesday, November 11, 2009 12:40 PM
    Moderator

Answers

  • The sub-activity associated view will display when you create an explicit relationship between the entity and say email activity. You also need to explicitly set the new entity lookup field to the regarding DataValue in order to tie the records. You can display the associated view in the entity left Navigation and create an alternative reading pane for emails.


    GI CRM Blog * GI Website
    Wednesday, November 11, 2009 4:15 PM