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08.28.2007 at 12:23PM PDT, ID: 22792527
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7.4

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Asked by SilverNotch7 in Microsoft Dynamics

Tags: , ,

In CRM 3.0, when you open up a Contact or Account, there is an option to click on "History" in the Workplace on the left of the screen.  My understanding is clicking history in the workplace brings up the "associated view" for the activitiy entity.  By default the criteria for this view shows activities for "last 30 days" in the drop list.  The activities associated view belongs to the system so you can not edit the criteria to change the default view of "last 30 days" to "last 60 days" or "all".  Is there a way to change the default filter of "last 30 days" to another value?  If not, is there a way to create a new custom associated view for activities?

Thanks,
-JeffreyStart Free Trial
[+][-]09.05.2007 at 12:00AM PDT, ID: 19830384

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Zone: Microsoft Dynamics
Tags: crm, view, default
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Solution Provided By: rfgkev
Participating Experts: 1
Solution Grade: B
 
 
[+][-]09.05.2007 at 07:25AM PDT, ID: 19832611

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