Add Notification to Account Form

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  Can you please let the board know if this is CRM 4.0 or 2011?

   

  Thanks

   

  Tony

  Monday, July 4, 2011 11:06 AM
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  Hi,

  You need to set the account number field Requirement level to  Business Required and if user will not enetr the data in the field then systen will prompt to enter.

  In CRM go to, Settings -> Customization -> Customize Entities . Double click on Account entity, in Account entity cusotmizaiton window click on Fields in left navigation and double click on it. In Field Requirement Level select Business Requried. Save field and Publish entity.

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  Jehanzeb Javeed
  
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  • Proposed as answer by Jehanzeb.Javeed Monday, July 4, 2011 11:59 AM

  Monday, July 4, 2011 11:59 AM
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  Hi TD-CRM,

  it is for CRM 2011.

  Monday, July 4, 2011 12:02 PM
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  Hi Javeed,

  Thanks for the reply. Actually i want the Notification on the Opportunity form when the selected customer(account) accountnumber is empty.

  I want to show it as a notification on the top.

   

   

  Monday, July 4, 2011 12:07 PM
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  Hi,

  You can try using the following code http://mscrmtr.com/post/Add-notification-alert-bar-to-CRM-form.aspx (it is for CRM 4.0) and can check if account has account numbe ror not via JScript Retrieve or Retrieve Multiple SOAP request as mentioned in the blog post: http://worldofdynamics.blogspot.com/2011/06/microsoft-dynamics-crm-2011-retrieve.html

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  Jehanzeb Javeed
  
  http://worldofdynamics.blogspot.com
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  If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".

  • Marked as answer by crm40 Monday, July 4, 2011 1:14 PM

  Monday, July 4, 2011 12:28 PM
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  Thanks Javed,

  http://mscrmtr.com/post/Add-notification-alert-bar-to-CRM-form.aspx

  it has done the work for me.

  the only modification needed in that post is change the line

  var parent = document.getElementById("Notifications");

  to

  var parent = document.getElementById("crmNotifications");
  

  Monday, July 4, 2011 1:14 PM
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  You might find this useful, there are 3 different types of notifications you can add to your form:

  http://gonzaloruizcrm.blogspot.com/2011/06/flagging-crm-records-with-error-warning.html

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  Gonzalo | gonzaloruizcrm.blogspot.com

  
  

  Monday, July 4, 2011 1:19 PM

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