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CRM 2013 Changing Default Activity Associated View for Account Entity RRS feed

  • Question

  • In CRM 2013, In Account Entity record, we have related Activity link which shows Activity Associated view.

    Whithin that view we have Drop down to change the Activity view and Filter to give subset of result. I was able to change filter usign the javascript just fine.

    How can i change the Default Associated Activity View for Account Entity??

    Whe i go to Activity Customization and go to view to list available view, when i select any other associted view and click on Set Default, it gives error that we can set only public view as default.

    Any idea what i am I Missing??

    Friday, May 30, 2014 8:55 PM

Answers

  • Does any one came across this scenario??
    • Marked as answer by Nicksoft2011 Monday, June 23, 2014 12:56 PM
    Friday, June 20, 2014 10:05 PM
  • Hi,

    You can just change the filters on the associated view so that it shows all records. It would then make sense to rename the view to 'All Activities' etc.

    Hope that helps

    Paul


    If my response helped you find your answer please show your thanks by taking the time to "Mark As Answer" and "Vote As Helpful".

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    • Proposed as answer by Nathan Eccles Saturday, June 21, 2014 8:48 PM
    • Marked as answer by Nicksoft2011 Monday, June 23, 2014 12:55 PM
    Saturday, June 21, 2014 1:36 PM

All replies

  • Does any one came across this scenario??
    • Marked as answer by Nicksoft2011 Monday, June 23, 2014 12:56 PM
    Friday, June 20, 2014 10:05 PM
  • Hi,

    You can just change the filters on the associated view so that it shows all records. It would then make sense to rename the view to 'All Activities' etc.

    Hope that helps

    Paul


    If my response helped you find your answer please show your thanks by taking the time to "Mark As Answer" and "Vote As Helpful".

    Twitter LinkedIn Facebook Blog Magnetism

    • Proposed as answer by Nathan Eccles Saturday, June 21, 2014 8:48 PM
    • Marked as answer by Nicksoft2011 Monday, June 23, 2014 12:55 PM
    Saturday, June 21, 2014 1:36 PM