Tech Support > Microsoft Windows > Windows CRM > Business Unit/Department wise Notes
Business Unit/Department wise Notes
Posted by Babar Shahzad on June 24th, 2008



In Contacts customization, is it possible to add mutiple tabs for Notes for
different business units/departments like marketing, accounts, sales etc.
Each business unit will have its own notes tab. If yes then what will be the
customization approach?



Posted by Patrick on June 24th, 2008


There can only be one notes control per form. If you would add multiple they
would all show the same notes.
What you can do is add a text field for each business unit where they can
add notes. Not the same but may be sufficient.
--
Patrick Verbeeten (MCPD)
Lead Developer
Aviva IT

Tools for CRM Developers and Administrators
http://www.patrickverbeeten.com/maps/Tools.aspx



"Babar Shahzad" wrote:

Posted by Babar Shahzad on June 25th, 2008



You are right, we can use text fields for each business unit. In addition to
that we also need to provide Time stamp fields (date, time, user) for each
type of note. In case of new record, these time stamp fields will display
default value of current date time and user. This can be easily achieve by
writting some scripts at OnLoad event at form level. But problem with this
approach is all the time stamp fields of different notes will have the same
value. Our objective is to record timestamp related value only for those
notes which are created or modified by business unit user. Becuase of this
demand, the default Notes control is an ideal choice.


"Patrick" wrote:

Posted by uMar Khan on June 25th, 2008


Hi Babar,

You may add two text area fields for each tab. One of them will be readonly.
The other one will be empty and editable. When ever you enter some data in
editable text field and than save, it should copy, append and save time stamp
in readonly text field.
Will it be helpful?

--
uMar Khan :: MS CRM MVP
CRM Freelance Consultant
Email :: imumar at gmail dot com
Blog :: http://umarkhan.wordpress.com
MVP :: https://mvp.support.microsoft.com/de...file/umar.khan


"Babar Shahzad" wrote:


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