locked
how to get note in general tab in custom entity? RRS feed

  • Question

  • hello all

    i want to display note section in one of the section of general tab in my custom entity?

    is it possible?


    Kartik Ghodasara Associative Software engineer, Synoverge Tech Pvt. Ltd. Ahmedabad

    Wednesday, August 8, 2012 7:42 AM

Answers

  • Hi Kartik,

    You can do this just by adding a section in general tab and you can remove the notes tab from the form.

    • Proposed as answer by Shaleenb Wednesday, August 8, 2012 9:33 AM
    • Marked as answer by kartik ghodasara Monday, August 13, 2012 6:22 AM
    Wednesday, August 8, 2012 9:33 AM
  • hi shaleenb 

    it's done.

    i just changed the tab of note section from notes to general by changing it's property.




    Monday, August 13, 2012 4:37 AM

All replies

  • Hi Kartik,

    You can do this just by adding a section in general tab and you can remove the notes tab from the form.

    • Proposed as answer by Shaleenb Wednesday, August 8, 2012 9:33 AM
    • Marked as answer by kartik ghodasara Monday, August 13, 2012 6:22 AM
    Wednesday, August 8, 2012 9:33 AM
  • hi shaleenb

    thanks for reply

    i also want to display all file that are attached in that particular record in that section named Note in general tab




    Kartik Ghodasara Associative Software engineer, Synoverge Tech Pvt. Ltd. Ahmedabad

    Wednesday, August 8, 2012 10:08 AM
  • Kartik,

    I think in CRM 2011 you have to drag the existing section from the note tab on the form to the general tab and than you can remove the Note tab. If you are working in CRM 2011 this approach should work.

    • Proposed as answer by Shaleenb Wednesday, August 8, 2012 10:41 AM
    Wednesday, August 8, 2012 10:41 AM
  • hi shaleenb 

    it's done.

    i just changed the tab of note section from notes to general by changing it's property.




    Monday, August 13, 2012 4:37 AM