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Display both Account and Contact names in Activities views RRS feed

  • Question

  • Does anyone know if its possible to show both the Account and Contact names in an activities view?

    I have been trying to do this on both CRM 2013 and CRM 2011 for sometime now.

    An Appointment for an example has the name of the Contact in the To field and the Account name in the Regarding field. In the My Activities view I want to be able to see the appointment and both fields. The Account name appears but when I go add in the 'full name' field from the 'Regarding Contact' entity it comes through blank

    Please let me know if anyone has found a way on either CRM 2013 or 2011

    thanks

    Tuesday, October 29, 2013 12:00 PM

Answers

  • Out of the box you aren't able to use the To of From fields in a view as they are a special type of field (PartyList) that can include multiple records. As it stands currently a view doesn't have the means to display a field that can have multiple values. 

    An alternative might be to create a new custom field to hold the value from the To field and then populate it via a workflow or plugin. Then you can include this custom field in a view. 


    Jason Lattimer
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    Tuesday, October 29, 2013 2:11 PM
    Moderator