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Display Custom Phone Call Field in My Activities View RRS feed

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    Hello, I created a custom picklist field in Phone Call.  I would like that custom field to appear by default in the My Activities view.   I tried to go into "Customize Entities", clicked on "Activities", clicked on "My Activities", then clicked on "Add Columns".  On the drop-down list, there is nothing that allows me to add the custom column I created in Phone Call.  Thanks in advance for your help...
    Tuesday, August 18, 2009 11:18 PM

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    1) Go to sql server and do it:

    select * from savedquerybase where name like '%llamadas%' (where llamadas is phone calls in spanish, i have spanish version)

    2)

    take SaveQueryId, and make this URL -> http://yourserver:port/Workplace/home_activities.aspx?type=activitypointer&viewid=65F927D1-8CF1-4639-97D4-7B6388FB26D2 <- with your savedqueryID!!!

    SaveQueryId is a column returned in sql query.

    3)

    In this moment to test URL is ok, try the URL in 2)

    4) Export SiteMap entity and edit with notepad this key

     
    <SubArea Id="nav_activities" Entity="activitypointer" DescriptionResourceId="Activities_SubArea_Description" Url="/Workplace/home_activities.aspx" />

    or adding a new SubArea reference to new URL.

    Monday, August 24, 2009 8:58 AM

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    Hi,

    You can go to Settings > Customizations > Customize Entities > Phone call > Forms and Views and change the view for there.
    It will appear under the phone call activities view that you manipulated.
    Best Regards,
    Gagandeep Singh
    http://mscrmnovice.blogspot.com
    Wednesday, August 19, 2009 6:18 AM
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    Hi,


    The picklist option that you have created will not be visible while customizing "My Activities" view,
    you can try to adding that attribute in phone call default view and then setting phonecall view as default view for Activities.

    check this URL you will some idea.

    http://social.microsoft.com/forums/en-US/crmdevelopment/thread/b766b0eb-7f09-449e-bacb-2bce1df9cd39/

    Hope it will Help !!!!
    Mahain
    Wednesday, August 19, 2009 6:38 AM
    Moderator
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    I appreciate your help.  I think setting Phone Call view as the default view for Activities will help solve my problem.  However, I'm not sure how to do that and the link above didn't address what I'm looking to do....For example, I click on "Activities", then click on the "Type" drop-down menu where I can select "Phone Call" and view the phone call view.  How can I set this view as default where the type is always phone call?  I imagine it's simple, but I cannot figure it out.....thanks again.

    Thursday, August 20, 2009 9:04 PM
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    Hi, you can go to database and do this select:


    select * from savedquerybase where name like '%llamadas%' (where llamadas is phone calls in spanish)

     

    take SaveQueryId, and make this URL -> http://yourserver:port/Workplace/home_activities.aspx?type=activitypointer&viewid=65F927D1-8CF1-4639-97D4-7B6388FB26D2 <- with your savedqueryID!!!


    paste this in a new ie windows and you can see Your activity calls.


    Edit SiteMap modify the activities reference:

    <SubArea Id="nav_activities" Entity="activitypointer" DescriptionResourceId="Activities_SubArea_Description" Url="/Workplace/home_activities.aspx" />

    or adding a new SubArea reference to new URL.

    Friday, August 21, 2009 7:19 AM
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    I'm not saavy enough to understand how to do this.  Could you please list the steps (i.e. click here, then click here)?  I'd appreciate it!

    Friday, August 21, 2009 5:10 PM
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    1) Go to sql server and do it:

    select * from savedquerybase where name like '%llamadas%' (where llamadas is phone calls in spanish, i have spanish version)

    2)

    take SaveQueryId, and make this URL -> http://yourserver:port/Workplace/home_activities.aspx?type=activitypointer&viewid=65F927D1-8CF1-4639-97D4-7B6388FB26D2 <- with your savedqueryID!!!

    SaveQueryId is a column returned in sql query.

    3)

    In this moment to test URL is ok, try the URL in 2)

    4) Export SiteMap entity and edit with notepad this key

     
    <SubArea Id="nav_activities" Entity="activitypointer" DescriptionResourceId="Activities_SubArea_Description" Url="/Workplace/home_activities.aspx" />

    or adding a new SubArea reference to new URL.

    Monday, August 24, 2009 8:58 AM
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    I tired your steps, found the SavedQueryId, and edited my SiteMap so it reads:

    <SubArea Id="nav_activities" Entity="activitypointer" DescriptionResourceId="Activities_SubArea_Description" 
    Url="/Workplace/home_activities.aspx?type=activitypointer&viewid=3710129E-5596-DE11-94F1-001C23BE787D" />
    but Visual Studio says that there is an error on "&view" and CRM won't let me upload the customizations file. Did I understand yout steps correctly?

    I tested the URL and it works.

    EDIT:

    I resolved the issue by replacing the "&" with "&amp;"
    Tuesday, September 8, 2009 8:29 PM