john2021
Tue Jul 24 14:28:52 CDT 2007
On Jul 24, 8:12 am, Patrick <Patr...@discussions.microsoft.com> wrote:
> CRM can only show properties of the entity in the current list. In a quote
> list only properties of a quote can be shown not of a contact related to the
> quote.
>
> If you need this feature you would need to add a custom field to the quote
> entity and develop a post create/update callout to fill this field.
>
> --
> Patrick Verbeeten (MCPD)
> Lead Developer
> Aviva IT
> Web:
http://www.patrickverbeeten.com/maps/technical.aspx
> Web:
http://www.aviva-it.nl
>
>
>
> "john2...@gmail.com" wrote:
> > I need to make a modification to the Quotes entity default queue in
> > CRM 3.0 to include the Account entity's name property as a column. Our
> > quotes get assigned to a Contact which is in turn assigned to an
> > Account. Is there a way to include the Account name as a column for a
> > Quotes queue? Or does this need to be done programmatically? And if
> > so, does anyone have any good examples out there on how to do this?
>
> > Thanks!- Hide quoted text -
>
> - Show quoted text -
Thank you for the help. Much appreciated!