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Microsoft CRM 4.0: Add related Account to the Activity View

I would like the Account to appear on my Activity views.  When I try to add, I get options to add Regarding(Account) or Regarding(Contact) but using fields from these options do not return the Account of the contact listed on the Activity.

Is there some other way to add Account to All Activities (or any Activity view)?

Thanks
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apollo7
Asked:
apollo7
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1 Solution
 
Feridun KadirPrincipal ConsultantCommented:
If the activity is regarding a contact then if you change the Add Column record type to Regarding (Contact) then you can select Parent Customer from the list of fields.

But not all activities will be regarding a contact so for those activities this field will be blank.

Is this what you meant?
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apollo7Author Commented:
Yes, this is exactly my problem.  Not all activities are regarding a contact (some are regarding an Account). also some contacts do not have a Parent Customer, then have a field called Potential Customer - do I need to add all potentials fields or is there another way?

Thanks
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Feridun KadirPrincipal ConsultantCommented:
I don't think there is another way. Because the regarding field can be for so many different types of record you will need to add all potential fields thus giving you a view with loads of columns.

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apollo7Author Commented:
OK, so is there a script or other way to hide null columns in a view?

Thanks
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Feridun KadirPrincipal ConsultantCommented:
Not that I know of. I think that would be very difficult because it would only make sense to hide a column if all rows have no data in that column.

You might be better off creating a SQL Reporting Services report.
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apollo7Author Commented:
That makes sense, however, the complaint by users is that they want to see Account when they login to the Workplace.

It may be a number of columns bunched together - can you tell me what appears in the default Regarding column that comes with the Activity view out of the box?

Thanks
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Feridun KadirPrincipal ConsultantCommented:
The Regarding column in the activity views is simply whatever the activity record was linked to. If you open, say, a task activity form you will see the regarding field - similarly for the other activity types.

If a user tracks an Outlook item in CRM then they can optionally click on the Regarding button and decide which record to link the item to. This will show up in the Regarding field for the item and can be virtually any record type.
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apollo7Author Commented:
Another question - is there a way to hide the word "Regarding" in the column view
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Feridun KadirPrincipal ConsultantCommented:
No I don't think there is a way to hide the word "Regarding".

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apollo7Author Commented:
Thanks for the help.
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