locked
CRM 2011: Customize Next record view RRS feed

  • Question

  • Hy

    When I open the next Record view for example on the account:

    ...always the first column of the view (from which the record was openend) is shown. Can I configure, which column appears in this view?

    Thanks for your help,

    Peter

    Monday, May 7, 2012 2:46 PM

Answers

  • Hi Peter,

    Unfortunately by default, it will show the "Primary" column of the entity and at this stage there is no way to customize that.

    In your case, the Primary column of the account entity is the Account Name.

    I hope this helps. If my response answered your question, please mark the response as an answer.


    Dimaz Pramudya - CRM Developer - CSG (Melbourne) www.xrmbits.com http://twitter.com/xrmbits

    Thursday, May 10, 2012 11:41 PM

All replies

  • Hi Peter,

    Unfortunately by default, it will show the "Primary" column of the entity and at this stage there is no way to customize that.

    In your case, the Primary column of the account entity is the Account Name.

    I hope this helps. If my response answered your question, please mark the response as an answer.


    Dimaz Pramudya - CRM Developer - CSG (Melbourne) www.xrmbits.com http://twitter.com/xrmbits

    Thursday, May 10, 2012 11:41 PM
  • Actually, the "Next/Previous" record view is contextual (depends on how you navigated to the record). It displays the first column from the view from which you opened the record.
    • Edited by Ed Butler Saturday, February 9, 2013 4:03 PM reword/clarification
    Saturday, February 9, 2013 3:55 PM