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NOTES field in the Account form is putting two date/time stamps RRS feed

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    The NOTES field in the account form is making two date and time stamps as well as an edited by stamp.  This just makes quite a bit of visual clutter and uses up the viewable area of the field.  Is this something I can change so there is just one date and time stamp.

    This appears above every note.  Can i change the field to not display some of this?

    Thanks, Ania

    MS CRM 2011

    Ania Hansen

    Thursday, October 18, 2012 10:11 PM

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    This is the standard behaviour of CRM. I think it works this way so that users only have to enter the note text. You could ask your users to also change the note title (that's the bold text), or use a workflow rule to replace the default title with something more meaningful to you.

    Neil Benson, CRM Addict and MVP at Slalom Consulting. Find me on Twitter. Join over 20,000 other CRM professionals on the Microsoft Dynamics CRM group on LinkedIn.

    Friday, October 19, 2012 1:06 AM
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    This is the standard behaviour of CRM. I think it works this way so that users only have to enter the note text. You could ask your users to also change the note title (that's the bold text), or use a workflow rule to replace the default title with something more meaningful to you.

    Neil Benson, CRM Addict and MVP at Slalom Consulting. Find me on Twitter. Join over 20,000 other CRM professionals on the Microsoft Dynamics CRM group on LinkedIn.

    Friday, October 19, 2012 1:06 AM
    Moderator
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    Thanks Neil I will look at using a workflow to change the title.

    Ania Hansen

    Friday, October 19, 2012 12:31 PM
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    You can change the title manually or through plugin , workflow

    • Proposed as answer by Zafar.Khan Saturday, October 20, 2012 10:29 AM
    Friday, October 19, 2012 1:50 PM