Solved

How do i set up social pane on the task form and have it display the notes for the "Regarding"

Posted on 2014-12-27
3
69 Views
Last Modified: 2015-01-13
How can I get the Social Pane (Activities, Notes, Posts) to display on the Task form and have it show notes, etc. for the "Regarding" field?
0
Comment
Question by:foxhelp
[X]
Welcome to Experts Exchange

Add your voice to the tech community where 5M+ people just like you are talking about what matters.

  • Help others & share knowledge
  • Earn cash & points
  • Learn & ask questions
  • 2
3 Comments
 
LVL 29

Expert Comment

by:Feridun Kadir
ID: 40520235
I don't think there is a way to do that without resorting to development.
The social pane control doesn't apply to activities.

You could create a Quick View form for the regarding field (but you need a Quick View form for each entity type that you might use in Regarding) that shows the Social Pane and then add that form to the task form.

However, I would suggest educating users to click on the Regarding field where they can see everything to do with the regarding record.
0
 

Author Comment

by:foxhelp
ID: 40520864
Thanks for the response but it looks like the Quick View form is only for viewing and I wanted to be able to see the activities and enter notes right from the task form for the contact.  Do you know if there is a way to link the notes and activities to the task?
0
 
LVL 29

Accepted Solution

by:
Feridun Kadir earned 500 total points
ID: 40523291
I don't think so without resorting to custom development.
0

Featured Post

Free Tool: SSL Checker

Scans your site and returns information about your SSL implementation and certificate. Helpful for debugging and validating your SSL configuration.

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.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

On Sep 22nd 2014 Microsoft released Update Rollup 1 for Microsoft Dynamics CRM 2013 Service Pack 1 and back in July Update Rollup 3 was released.  So we now have:   Update Rollup 1Update Rollup 2Update Rollup 3Service Pack 1Update Rollup 1 for S…
Having trouble getting your hands on Dynamics 365 Field Service or Project Service trial? Worry No More!!!
Attackers love to prey on accounts that have privileges. Reducing privileged accounts and protecting privileged accounts therefore is paramount. Users, groups, and service accounts need to be protected to help protect the entire Active Directory …

739 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question