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Add History events to the notes tab RRS feed

  • Question

  • Our sales department wants a single location to view all the activities and notes for an Account. So I thought I could create a workflow to do this on each of the activities but I can't figure out a way to set the reguarding to the Account, it doesn't seem to be an option. I also tried to go the otherway and add a task each time a note was entered, this works but I can't figure out how to mark the task complete it ends up in the activity tab. Has anyone else figured out a solution, to show all the notes and activities on a single tab?

    We are using MS Dyanmics CRM 4 Online.

    Thanks

    Greg

    • Moved by Xiaopeng Wu Tuesday, March 8, 2011 10:28 PM Forum consolidation (From:CRM Online)
    Monday, July 12, 2010 4:18 PM

Answers