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Microsoft CRM 4.0: Add related Account to the Activity View

Posted on 2010-09-23
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Last Modified: 2012-05-10
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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Question by:apollo7
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10 Comments
 
LVL 30

Expert Comment

by:Feridun Kadir
ID: 33744751
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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LVL 1

Author Comment

by:apollo7
ID: 33744923
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
0
 
LVL 30

Expert Comment

by:Feridun Kadir
ID: 33745019
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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LVL 1

Author Comment

by:apollo7
ID: 33745042
OK, so is there a script or other way to hide null columns in a view?

Thanks
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LVL 30

Expert Comment

by:Feridun Kadir
ID: 33745062
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.
0
 
LVL 1

Author Comment

by:apollo7
ID: 33745114
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
0
 
LVL 30

Accepted Solution

by:
Feridun Kadir earned 2000 total points
ID: 33745145
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.
0
 
LVL 1

Author Comment

by:apollo7
ID: 33863175
Another question - is there a way to hide the word "Regarding" in the column view
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LVL 30

Expert Comment

by:Feridun Kadir
ID: 33895527
No I don't think there is a way to hide the word "Regarding".

0
 
LVL 1

Author Closing Comment

by:apollo7
ID: 33932314
Thanks for the help.
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