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Hi,

I noticed that if you open an Account Record and select from the ribbon, Add --> Phone Call, a Phone Call activity is created with the Recipient and Phone Number filled in.

If you are looking at an Account View (eg: Active Accounts), and you click on an Account, then from the ribbon select the same steps (Add --> Phone Call) the Recipient is filled in, but no Phone Number.

If you open an Account Record, click on the Activities item in the left-nav, then click on the "Add New Activity --> Phone Call" item on the Activity ribbon tab, the Recipient is filled in, but no Phone Number.

Is there a reason why this works for one and not the other? I know we can get around this using JavaScript, but this just seems like it was overlooked.

STATUS DETAILS
Declined
Ideas Administrator

Thank you for reaching out. Your suggestion seems to be a duplicate of the following suggestion:

https://crmideas.dynamics.com/ideas/dynamics-crm/865130

Please add your valuable votes and comments to the suggestion above instead.

 

Regards,

Venky

PM, Microsoft

Comments

R

Thanks for your feedback. We understand the gaps around mappings to activity records and are tracking this work for a future release. This posting is provided "as is" with no warranties, and confers no rights.

Category: Unified Experience: Search, navigation and performance