For completed or cancelled activities , lock down ability to create Notes
For activities that are marked complete or cancelled, please lock down the ability to create or edit Notes.
Otherwise, create an admin option or setting to lock this down.
privacy problem
When you track an email that contains an Outlook Stationery wallpaper, the email is stored in the completed activities however but the complete text of the email is lost! For privacy reasons we ask you to correct it as soon as possible.
�Activities� and �Closed Activities� links on Left Navigation for System User Entity of CRM 2011
Hi Team,
If I go to System User entity customization, I can see that Activities check-box is not selected. That is the reason I don't see "Activities" and "Closed Activities" link on User entity. It is by design and my activities who is only a System User and not a CRM contact can be se...
Javascript on Appointment's OnSave event is fired after saving
When an Appointment activity is saved in CRM form, the saving operation is done before running the scripts defined in UI event OnSave (it behaves differently than expected).
However, when an Appointment is not filled properly (e.g. time overlap with another Appointment of the same user) and...
Ability to Open multiple Account or Contact records for viewing and editing.
The Ability to Open multiple Account or Contact records for viewing and editing. Not Edit Multiple Records option.
Appointment classification
Almost always users need to give more detailed information if the appointment is for sales purposes or something else (ie customer service, project management etc). In smaller organizations same people can do sales, service and other stuff but they are only monitored for some type of the appoi...
Error when deleting activity in the grid from a closed opportunity
if you try to delete a activity which belongs to a closed oppt. in the grid u get a error (see below)
when you open the activity you can delet it
____________________
Microsoft CRM Error Report:
Error Description:
appointment With Id = e0733d67-4761-4901-8c8e-5ca1fea2d...
Customizable Activity Selector Dialog Behaviour
We have implemented this as a custom solution but I think this would help CRM adoption greatly.
Allow the use of the Activity Dialog to be automatically be presented when someone clicks "Mark Complete". The user can elect to not create another activity, but if they do select a new ac...
Feature "Filter On" on associated view Activities doesn't work
When you try to open an account form (for example) and to view Activities and then to apply the feature "Filter On", this feature doesn't filter activities... For example if you create a task with Start Date on 2012-01-01 and then you try to apply "Filter On Next 7 days" it shows the task!
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View the follow ups on an activity
When you click follow up in the activity , there is message available in Tips: "When you select a follow up, it is automatically associated with the open record or activity." . But there is no relation between activity and the follow up activity. This above message is missleading .
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