locked
CRM 2011 Scheduling - Close Appointments RRS feed

  • Question

  • I am using CRM 2011 and want to customize the options on the Scheduling ribbon that says "Close Activity".  There are three options, Completed and Canceled.  Can I add otheres?  If so where?  Thanks

    Russ

    Tuesday, August 28, 2012 6:17 PM

Answers

  • My apologies - I thought you were referring to a 'Service Activity' rather than an 'Appointment'.

    Unfortunately this field's values can't be changed out of the box. 

    If you are running on premise - this blog post shows and unsupported method for unlocking the field and allowing values to be added in a similar manner.


    Jason Lattimer

    Tuesday, August 28, 2012 7:04 PM
    Moderator

All replies

  • Settings -> Customizations -> Customize the System

    Entities -> Service Activity -> Fields

    Double click 'statuscode'

    Change the Status to 'Closed' and add/change the values

    Save and Publish


    Jason Lattimer

    Tuesday, August 28, 2012 6:36 PM
    Moderator
  • In the Appointment form, on the Ribbon at the top of the screen, there is a button (icon) that says "CloseAppointment" a window is poping out to select the Status Reason of closing the
    appointment. By default CRM 2011 is giving only 2 options (Completed and
    Cancelled).     Using you instructions I do not see the two default values in the statuscode field.  Are we sure we are talking about the same field?  Thank you

    Russ

    Tuesday, August 28, 2012 6:53 PM
  • My apologies - I thought you were referring to a 'Service Activity' rather than an 'Appointment'.

    Unfortunately this field's values can't be changed out of the box. 

    If you are running on premise - this blog post shows and unsupported method for unlocking the field and allowing values to be added in a similar manner.


    Jason Lattimer

    Tuesday, August 28, 2012 7:04 PM
    Moderator