hi all,
using crm 3.0 on 2003 ent.
i have added a new tab into the Appointment Form which has some bit and
picklist attributes for a survey form.
i will be opening more than 3 or more Appointments for the same company and
when creating a new Appointment activity , i want to see the last
appointment's data on it, this way i will be able to analyze the
incrementation beetween appointments
For example. i am creating the first Appointment Activity saving and closing
it, then after a week later, i am creating a new activity for the same
company and the first activities data is already shown, i am changing
whatever is needed and saving and closing and so on.
couldn't figure out a way.
any help?
thank you