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History Default Settings RRS feed

  • Question

  • We are new to CRM after 10 years with a competing system.  Just now learning. 

     

    Is there a simple way to change the default history setting to show "All History" instead of the current setting that shows "30 Day"

    Thursday, July 24, 2008 1:18 AM

Answers

All replies

  • Yes,

    You would do this with javascript on the entity that you want to modify the related default history view>

    See http://www.stunnware.com/crm2/topic.aspx?id=JS11 for instructions

    Thursday, July 24, 2008 6:05 AM
    Moderator
  •  

    This solution is similar to Michael’s (above link).The big difference is that you don’t have to load the history or activity frame in advance.It only loads if the user clicks on the navigation item and you can set both the activity and history view so it’s a bit more generic. Otherwise it the same idea.

     

    Code Snippet

    //Activity scheduledend options

    var ActivityOptions =

     {

    Overdue :"Overdue",

    Today :"Today",

    Tomorrow :"Tomorrow",

    Next7Days :"NextXDays;7",

    Next30Days :"NextXDays;30",

    Next90Days :"NextXDays;90",

    Next6Months :"NextXMonths;6"

    }

    //Activity History actualend options

    var HistoryOptions =

    {

    Today : "Today",

    Yesterday : "Yesterday",

    Last7Days : "LastXDays;7",

    Last30Days : "LastXDays;30",

    Last90Days : "LastXDays;90",

    Last6Months : "LastXMonths;6",

    Last12Months: "LastXMonths;12"

    }

     

    var _loadarea = loadArea;

    loadArea = function(areaid)

    {

    //load the iframe

    _loadarea(areaid);

    //create the iframe object

    var iframe = document.getElementById(areaid + "Frame");

    //wait until the iframe is fully loaded ("complete")

    iframe.onreadystatechange = function()

    {

    if( iframe.readyState == "complete")

    {

    var picklist,option;

    //reference to the iframe document

    var iframeDoc = iframe.contentWindow.document;

    switch(areaid)

    {

    case "areaActivityHistory":

    picklist = iframeDoc.all.actualend[0];

    //change to suit your needs

    option = HistoryOptions.Last90Days;

    break;

    case "areaActivities":

    picklist = iframeDoc.all.scheduledend[0];

    //change to suit your needs

    option = ActivityOptions.Next7Days;

    break;

    default: return;

    }

    picklist.value = option;

    picklist.FireOnChange();

    }

    }

    }

     

     

     

    Paste the code inside the account event handler and change the options to suit your needs.

     

    Cheers,

    Adi

    Thursday, July 24, 2008 9:04 PM
  • I noticed that when the Activity option is set to Next 7 days, it includes activities with a due date in the past - that are still open.  Is that intentional?

     

    Tuesday, November 18, 2008 2:36 PM