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Editing Lead History Page. Is it possible? RRS feed

  • Question

  • In CRM Online, I'm searching for a way to change the order of the columns on a specific Lead > History page, among others. I've looked through Customize, Entities, Lead, Forms and Views, but don't see a view that pertains to the list shown under Lead > History.

    Is this possible and I'm overlooking something basic or is this not possible?

    Thanks!
    Monday, January 25, 2010 8:49 PM

Answers

  • TAGTed,

    It sure is possible.

    But the usual mistake is to look in the Lead entity customization to make the change. :(

    Go to Customizations, Activity, Views, Closed Activity Associated View.

    Make the changes there, Save and Publish. Go back to the Lead - History and you will see the changes.

    Note that this will change the view for all History Activities.


    Jerry http://www.crminnovation.com
    Monday, January 25, 2010 8:58 PM