Improve company productivity with a Business Account.Sign Up

x
  • Status: Solved
  • Priority: Medium
  • Security: Public
  • Views: 415
  • Last Modified:

How do I add the contact name to a phone call subject line?

I use an OnLoad event on phone calls to a) check fi the subject line is empty or not and b) if empty, add the name of the "Regarding" to the subject line.

The reason we do this is that in Outlook you can't see who the phone call task is related to unless you opne the item in crm and then click on view regarding.

The problem arises when phone calls are created by a Quick Campaign - the name is (obviuosly) not entered in the subject line.

Any ideas as to how I can get a phone call created from a Quick Campaign to contain the subject?

Is there anyway this can be done when you are creating the phone call in the quick campaign process (eg in the subject line put a "variable" to pick up the contact name, etc)

Thanks
0
support01
Asked:
support01
1 Solution
 
srinivasraorajulalpudiCommented:
Hi,
Please find the solution in the below given link.

http://www.dynamicsexchange.com/crm-answer-site/Default3.aspx?blogId=670

Hope this helps you
0
 
support01Author Commented:
Unfortunately your script does what I mentioned in my first post - i.e. only on new phone calls. Phone calls created via quick campaigns will already have a subject, and thus the script will not add the name to the subject field.

Any other ideas?
0
Question has a verified solution.

Are you are experiencing a similar issue? Get a personalized answer when you ask a related question.

Have a better answer? Share it in a comment.

Join & Write a Comment

Featured Post

Free Tool: Port Scanner

Check which ports are open to the outside world. Helps make sure that your firewall rules are working as intended.

One of a set of tools we are providing to everyone as a way of saying thank you for being a part of the community.

Tackle projects and never again get stuck behind a technical roadblock.
Join Now