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Notes field is not Editable in CRM 2015 during record creation RRS feed

  • Question

  • Hi,

    In MSCRM 2015 the notes field is not editable during record creation however this functionality is available in MSCRM 2011, Let me know if i need to change any system setting for this to create notes while creating record.

    Regards,

    Pinku Kumar

    Friday, May 13, 2016 4:18 AM

All replies

  • I am afraid to say, that it`s the CRM`s OOB functionality to not allow Notes creation till the time the parent record is created from UI.

     

    And, there is no OOB option available to make that happen.

     

    Still you want to create Notes without creating a record, then there could be a workaround as below:

    • Create a Custom field called Notes.
    • While creating the Parent record, fill in values in the Notes field.
    Then, on create of the Parent record, develop a plug-in to create a Note record on the basis of the values in the Notes field value.

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    • Proposed as answer by Mohd Saad Tuesday, May 17, 2016 3:04 AM
    Monday, May 16, 2016 10:21 AM