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Add Notes Field to Entity E-Mail RRS feed

  • Question

  • Hi all,

    i want to add a notes field to the entity E-Mail like the notes field in accounts, that i am able to add notes for the person who is responsible for this mail.
    Anyone an idea if this is possible?

    Thanks and regards
    Katharina

    Tuesday, April 13, 2010 8:26 AM

Answers

  • Katharina,

    Moreover an entity's relationship with Notes and Activities are created while creating the entity and checking the Notes and Articles check boxes. You cannot change this later.


    Best Regards,
    Gagandeep Singh
    http://mscrmnovice.blogspot.com
    • Marked as answer by Jim Glass Jr Thursday, April 15, 2010 3:41 PM
    Thursday, April 15, 2010 11:04 AM

All replies

  • No you cannot. Also when an email arrives it is already completed so you cannot make changes to any fields anyhow. You could create a workflow that creates and assigns a task activity to a user with instructions/directions when an email arrives.
    MSCRM Bing'd - http://bingsoft.wordpress.com
    Tuesday, April 13, 2010 10:29 PM
    Moderator
  • No you can not. Also when an email arrives it is already completed so you cannot make changes to any fields anyhow. You could create a workflow that creates and assigns a task activity to a user with instructions/directions when an email arrives.
    MSCRM Bing'd - http://bingsoft.wordpress.com
    Tuesday, April 13, 2010 10:29 PM
    Moderator
  • Katharina,

    Moreover an entity's relationship with Notes and Activities are created while creating the entity and checking the Notes and Articles check boxes. You cannot change this later.


    Best Regards,
    Gagandeep Singh
    http://mscrmnovice.blogspot.com
    • Marked as answer by Jim Glass Jr Thursday, April 15, 2010 3:41 PM
    Thursday, April 15, 2010 11:04 AM