Can we add note field in CRM RRS feed

  • Question

  • Hi,

    I want to add 4 notes in account in additon to the orginal one.  Or any filed just to attach some files. 

    Please help if there is any solution by using java script.





    Tuesday, November 26, 2013 12:37 PM

All replies

  • Hi,

    Could you please give more detail about your requirement ?

    do you want to attach 4 files for each account records ?

    are your 4 files will be same for each account ?

    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

    Tuesday, November 26, 2013 1:09 PM
  • Hi,

    We have 4 sales team, they want to attach their notes on same account. I created one form with 4 tabs for each team. but they want to use different notes or fileds to attach their notes. I gave them a solution that user can attach their notes with title.  but it will be mixup. So they want to use attachment from their tab only.




    Tuesday, November 26, 2013 1:26 PM
  • Hi,

    As far as I know, this is not possible through OOB. The reason being, Note entity is not customizable.

    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

    Wednesday, November 27, 2013 2:26 AM
  • Hi Noushad

    This option is not available with OOB functionality in CRM but i have implement this in one of my project with the help of POGO69. Here is the details

    I looked into being able to host the Notes list from a related entity in an IFRAME of a parent entity.  It works but with unfortunate caveat.

    What to do

    1. Create a new Entity, for instance 'Alternate Notes'
    2. Create N:1 relationship between 'Account' and 'Alternate Notes'
    3. Place the corresponding 'Alternate Notes' lookup attribute on the Account form
    4. Upon creation of an 'Account' entity instance, create and attach an 'Alternate Notes' entity instance via Workflow
    5. Create an IFRAME in Account; populate the src with the following:
    var lookupItem = crmForm.<alternatenoteslookupattribute>.DataValue;
    if (lookupItem != null) {
     crmForm.all.IFRAME_AlternateNotes.src = prependOrgName("/_controls/notes/notesdata.aspx?id="+ lookupItem[0].id + "&ParentEntity=3&EnableInlineEdit=false&EnableInsert=false");
    } else { crmForm.all.IFRAME_AlternateNotes.src = "about:blank"; }

    The IFRAME will now display a Notes viewer that looks exactly the same as for those attached to the Account, but the content will correspond to the attached 'Alternate Notes' entity instance.

    The caveat

    Unfortunately, the code behind the Notes control "hardcodes" the "parent" entity instance for the Notes being edited/added to be the GUID of the entity for which the form is being displayed (ie. the 'Account'), not the GUID of the entity that is passed to "notesdata.aspx" (ie. the 'Alternate Notes').  

    This causes all attempts to add/edit Notes to fail with the following error:

    "The requested record was not found or you do not have sufficient permissions to view it"

    For this reason, you must make sure that the following parameters are set to false, as per the example above:


    So, the Notes control will "look" just like the 'Account' notes while displaying notes for the 'Alternate Notes', but you can't edit them directly.  To edit, you must click on the 'Alternate Notes' lookup field and edit the Notes there.

    A bit clunky, but not bad, if it's more important to you to display the notes in a common format, than to edit them inline.

    Source: http://social.microsoft.com/Forums/en-US/9474cced-14ab-4502-a0f9-473b6ba755e5/add-a-second-notes-field-to-accounts

    Thanks POGO69

    I hope this helps. If my response answered your question, please mark the response as an answer and also vote as helpful.
    Mubasher Sharif
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    Wednesday, November 27, 2013 5:44 AM