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Add new searchable fields into Activities RRS feed

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    Hi!

    I need to add a new field (a lookup to Companies) into the different kinds of 'Activities' (Tasks, Faxes and so on). This should be easy (I added a Many to 1 relationship in each of the Activities, I made the Attribute searchable, and I then included the new field into the relevant forms).

    Now I need to have the 'default' quick search in Activities able to find records considering the values in that field. Despite I made each new attribute 'searchable', the quick find does not work...

    I also need to add into the 'Activities' views this new column, but.... it is not available. I can only add it into the 'specific' activity views (for tasks, or for faxes and so on).

    Any suggestion?

    Wednesday, April 21, 2010 6:04 PM

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    This won´t work cause you can´t add custom attributes to the activity entity. Therefore your search will only work if I search in a specific acitivity type e.g. phonecalls.

     

    Gruß Carsten Groth http://carstengroth.spaces.live.com
    Wednesday, April 21, 2010 6:11 PM
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    The Activities is a special entity for which you cannot add costom fields/attributes. Yues you can create relations til Activities. But as long as you cannot create attributes in Activities, and show them on a form, it's not searchable. A relation cannot make attributes searchable.
    Henrik Jensen Instructor / Consultant MCP, MCAD, MCSD, MCTS, MCPD, MCITP, MBSS, MBSP, MCT www.crmblog.dk and mscrm.easyconsult.dk (Danish only)
    Thursday, April 22, 2010 7:32 AM

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    This won´t work cause you can´t add custom attributes to the activity entity. Therefore your search will only work if I search in a specific acitivity type e.g. phonecalls.

     

    Gruß Carsten Groth http://carstengroth.spaces.live.com
    Wednesday, April 21, 2010 6:11 PM
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    The Activities is a special entity for which you cannot add costom fields/attributes. Yues you can create relations til Activities. But as long as you cannot create attributes in Activities, and show them on a form, it's not searchable. A relation cannot make attributes searchable.
    Henrik Jensen Instructor / Consultant MCP, MCAD, MCSD, MCTS, MCPD, MCITP, MBSS, MBSP, MCT www.crmblog.dk and mscrm.easyconsult.dk (Danish only)
    Thursday, April 22, 2010 7:32 AM
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    That was my understanding... pity...

    I will try to find a workaround, a Report may be.

    Thanks

    Thursday, April 22, 2010 7:43 AM