apollo7
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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
Is there some other way to add Account to All Activities (or any Activity view)?
Thanks
ASKER
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
Thanks
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.
ASKER
OK, so is there a script or other way to hide null columns in a view?
Thanks
Thanks
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.
You might be better off creating a SQL Reporting Services report.
ASKER
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
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
ASKER CERTIFIED SOLUTION
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ASKER
Another question - is there a way to hide the word "Regarding" in the column view
No I don't think there is a way to hide the word "Regarding".
ASKER
Thanks for the help.
But not all activities will be regarding a contact so for those activities this field will be blank.
Is this what you meant?