Tech Support > Microsoft Windows > Windows CRM > Chronological order under History
Chronological order under History
Posted by Lee on September 3rd, 2004


Hi,

Like many others I want to be able to view the items under history in
chronological order. However, I now know in V1.2 this is not possible
(unbelievably!).

Does anyone know if this will change in V2.0?

I know there is a product called Activity Summary from c360, has
anyone brought this and got any comments on how it works? Or are there
any alternatives?

Thanks
Lee

Posted by Jason Hunt \(MSFT\) on September 3rd, 2004


This has been fixed for the next version.

Jason Hunt
Technical Product Manager
Microsoft Business Solutions CRM

This posting is provided "AS IS" with no warranties, and confers no rights.


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Posted by on September 8th, 2004


We did this ourselves. We looked at c360 and thought why
buy? We changed the XML code and created a chronological
view of all activities of a case in one view. We added a
button for case sumary. So yes it an be done although not
supported.

Posted by Scott Millwood on September 10th, 2004


Here is an easy way to modify activites.
Browse to http://<crm-server>/tools/viewEditor/viewManager.aspx?id={<GUID>}
Substitue your crm server IP address or name for <crm-server>
The values to substitute for <GUID>:
00000000-0000-0000-00AA-000000666100 Activities Advanced Find
View
00000000-0000-0000-00AA-000010001899 My Activities
00000000-0000-0000-00AA-000010001900 Open Activities
00000000-0000-0000-00AA-000010001901 Closed Activities
00000000-0000-0000-00AA-000010001902 All Activities
00000000-0000-0000-00AA-000010001903 Activities Associated View
00000000-0000-0000-00AA-000010001911 Homepage
00000000-0000-0000-00AA-000010001951 Sales Process Activities
Subgrid

So, for instance, to edit the "All Activities" view you'd go to
http://192.168.10.11/tools/viewEditor/viewManager.aspx?id={00000000-0000-000
0-00AA-000010001902}

Note: "Activities Associated View" is the one to use for the
activities subview for Account, Contact, etc.

In addition to the standard columns of Subject, Type, and Status, you
can add
Actual End
Assigned To
Created By
Date Created
Due Date
Last Updated
Priority

Activity Summary from c360 adds value on top of this customization of
activities. Activity Summary adds the Regarding column and Description
column with full text display. These two columns are very helpful to
see in a grid view.

Scott Millwood
www.CustomerEffective.com
scott.millwood@CustomerEffective.com


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