Surface notes from Account into Opportunity RRS feed

  • Question

  • I need to surface the Notes in the Notes control in the Account on a new tab of the Opportunity entity, where the Account is the one associated with the Opportunity. Client wants to store all notes at the Accout level, and display them all on each Opportunity. This is in CRM Online, so I guess jscript, but I can't figure how to get to the Notes control.

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    Wednesday, April 28, 2010 3:07 PM


  • Hi.

    Try to do following:

    1. Create new IFRAME with name IFRAME_customernotes

    2. Add following script  to onload of opportunity form and customer's field onchange event:

    var customer = crmForm.all.customerid.DataValue;
    if (customer != null) {
    	crmForm.all.IFRAME_customernotes.src="/_controls/notes/notesdata.aspx?id="+ customer[0].id + "&ParentEntity="+ customer[0].type + "&EnableInlineEdit=false&EnableInsert=false";
    } else {


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    Wednesday, April 28, 2010 9:26 PM

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