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CRM 2013 - Quick View Form (for Call From field) RRS feed

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    Hi everyone,

    I would like to insert a Quick View Form inside the Phone Call main form. It should be related to the Call From field (Contact).

    CRM 2013 seems to limit its data source only to to Regarding, Created by and Modified by.

    Is that so?!

    Tuesday, December 3, 2013 8:52 PM

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    Hi,

    Unfortunately, Quick View form is available only for lookup fields and Call From is type of party list.

    But you could create HTML web resource to show Call From related field's in Phone Call entity.

    Hope this helps. If you get answer of your question, please mark the response as an answer and vote as helpful !!!
    Vikram Singh. !!!  My Blog

    • Marked as answer by NormChad Wednesday, December 4, 2013 4:56 PM
    Wednesday, December 4, 2013 1:54 AM

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  • Question
    Sign in to vote
    1
    Sign in to vote

    Hi,

    Unfortunately, Quick View form is available only for lookup fields and Call From is type of party list.

    But you could create HTML web resource to show Call From related field's in Phone Call entity.

    Hope this helps. If you get answer of your question, please mark the response as an answer and vote as helpful !!!
    Vikram Singh. !!!  My Blog

    • Marked as answer by NormChad Wednesday, December 4, 2013 4:56 PM
    Wednesday, December 4, 2013 1:54 AM
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    OK, so I'll try with a web resource. Thank you Vikram!
    Wednesday, December 4, 2013 4:59 PM