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CRM 2013: Lead Activity Panel - Can custom fields be added to the new Phone Call form

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On a Lead form, the central panel has a social section.

One part of that section is Activities. Users can use this to create a very quick Phone Call. The functionality is to allow quick entry and close the call automatically. I can see how this is great for sales guys.

However, we have a custom Score field on Leads and this is incremented by a custom option set which contains "Hot", "Warm" and "Cold".

I thought the phone call form would be available in the Phone Call entity and that I could add this additional field. I can't find it.

Does anyone know if the form is there for editing and where it might be located?

Thanks.

Wednesday, November 13, 2013 11:31 AM

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The social pane uses the new quick create form in 2013. You should be able to modify the "Quick Form" for the Phone Call entity and add your custom field to it. Attached is a screenshot of the Quick Form you can find under the Phone Call Forms in the customizations.

Blake Scarlavai - http://mscrmdev.blogspot.com/ - Sonoma Partners - http://www.sonomapartners.com/ - Follow @bscarlav
CRM 2011 JavaScript Model Generator - CRM 2011 Appender for log4net
- Edited by Blake ScarlavaiMVP Wednesday, November 13, 2013 11:54 AM
Wednesday, November 13, 2013 11:54 AM
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Isn't that a quick view form rather than an quick edit form and also the Customizable flag is set to False?

I had a look at the form and couldn't find a way to change it.

Wednesday, November 13, 2013 2:27 PM
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Gordon,

I'm seeing the same thing. The whole Quick Form is locked down and if you add the custom field to the main form, it won't show up in the social pane view so unfortunately I don't believe there is a way to customize it.
Blake Scarlavai - http://mscrmdev.blogspot.com/ - Sonoma Partners - http://www.sonomapartners.com/ - Follow @bscarlav
CRM 2011 JavaScript Model Generator - CRM 2011 Appender for log4net

Wednesday, November 13, 2013 2:42 PM
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Hi Gordon,

There is no way to customize the Social Pane Phone call form for now.

Thanks,

Swaroop
- Proposed as answer by Swaroop_d Monday, February 17, 2014 10:53 PM
Friday, November 15, 2013 3:11 PM

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CRM 2013: Lead Activity Panel - Can custom fields be added to the new Phone Call form

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