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CRM 2013 - Create Appointment from Record RRS feed

  • Question

  • Hi Guys

    Create a new Appointment using the new activities social pane feature from an Account record, the Account doesn't get mapped across to the 'Required' field and only gets populated into the 'Subject' field.  If I create the Appointment by going into the associated activities area and clicking on new appointment the account record does get mapped to the required field.  So looks like this is only an issue with the new social pane area.  Any suggestions?

    Thanks
    Sukh

    Monday, December 23, 2013 5:32 PM

Answers

  • Applies to all activities that should have a context pre-applied to regarding fields

    I believe this is fixed in the new UR1

    • Marked as answer by Sukh Gill Monday, December 30, 2013 3:37 PM
    Monday, December 30, 2013 2:54 PM

All replies

  • Hi Guys

    I'm assuming everyone is experiencing this same behaviour?  I have tested on a fresh install of CRM 2013 as well as an upgraded 2011 environment.

    Thanks
    Sukh

    • Marked as answer by Sukh Gill Monday, December 30, 2013 3:37 PM
    • Unmarked as answer by Sukh Gill Monday, December 30, 2013 3:37 PM
    Monday, December 30, 2013 1:52 PM
  • Applies to all activities that should have a context pre-applied to regarding fields

    I believe this is fixed in the new UR1

    • Marked as answer by Sukh Gill Monday, December 30, 2013 3:37 PM
    Monday, December 30, 2013 2:54 PM
  • Thanks Chris

    Installed UR1 and has fixed the problem.

    Sukh

    Monday, December 30, 2013 3:37 PM