To make CRM more usable to our in-house staff, we would like to be able
to put some sort of indicator on the detail screen for activities and
history so that users know if any notes have been added to the record.
Also useful would be if we could add the same sort of flag in the list
of activities and/or history.

Any ideas out there on how to do this "calculated field" without
resorting to unsupported modifications to the code?

Re: Notes Indicator by John

John
Thu Feb 22 23:20:10 CST 2007

no way to do this unless you add code using the SDK



==============================
John O'Donnell
Microsoft CRM MVP
http://www.crowecrm.com


"Cy Welch" <cywelch@yahoo.com> wrote in message
news:udPGtKsVHHA.1000@TK2MSFTNGP05.phx.gbl...
> To make CRM more usable to our in-house staff, we would like to be able to
> put some sort of indicator on the detail screen for activities and history
> so that users know if any notes have been added to the record. Also useful
> would be if we could add the same sort of flag in the list of activities
> and/or history.
>
> Any ideas out there on how to do this "calculated field" without resorting
> to unsupported modifications to the code?



RE: Notes Indicator by ThomasRoschinsky

ThomasRoschinsky
Wed Feb 28 08:24:40 CST 2007

hi cy,

i recently developed a client-side-script (JScript) that will fit your
requirements in a way i think:

the notes tab on nearly every crm form can be highlighted if there are
attached notes. by a little modification you can use it for e-mail
attachments as well.
in addition to highlighting the tab the script counts the attached notes an
adds the amount to the tab-description.

you can download the customization for free at:
http://www.netzhaus.ag/Default.aspx?tabid=134

if you take the function that queries the webservice you are also able to
build a sort of "calculated field"

hope this will help,
thomas


"Cy Welch" wrote:

> To make CRM more usable to our in-house staff, we would like to be able
> to put some sort of indicator on the detail screen for activities and
> history so that users know if any notes have been added to the record.
> Also useful would be if we could add the same sort of flag in the list
> of activities and/or history.
>
> Any ideas out there on how to do this "calculated field" without
> resorting to unsupported modifications to the code?
>

RE: Notes Indicator by ThomasRoschinsky

ThomasRoschinsky
Wed Feb 28 08:59:09 CST 2007

hi cy,

i recently developed a client-side-script (JScript) that will fit your
requirements in a way i think:

the notes tab on nearly every crm form can be highlighted if there are
attached notes. by a little modification you can use it for e-mail
attachments as well.
in addition to highlighting the tab the script counts the attached notes an
adds the amount to the tab-description.

you can download the customization for free at:
http://www.netzhaus.ag/Default.aspx?tabid=134

if you take the function that queries the webservice you are also able to
build a sort of "calculated field"

hope this will help,
thomas


"Cy Welch" wrote:

> To make CRM more usable to our in-house staff, we would like to be able
> to put some sort of indicator on the detail screen for activities and
> history so that users know if any notes have been added to the record.
> Also useful would be if we could add the same sort of flag in the list
> of activities and/or history.
>
> Any ideas out there on how to do this "calculated field" without
> resorting to unsupported modifications to the code?
>