Tech Support > Microsoft Windows > Windows CRM > How to See Which Activities have Notes Attached
How to See Which Activities have Notes Attached
Posted by Boolean1 on October 27th, 2006


Is there a way to see - in an Activity View - which Activities have notes
attached? I've seen in J.D. Edwards, where you can see a paperclip icon in
the leftmost column if there is an Attachment on the record.

Thanks,

Boolean1


Posted by Cozy on October 27th, 2006


I don't think that you can see this in standard MSCRM. However, if you use
the Summary addon from www.c360.com this gives the view that you require.
It is part of their core productivity pack
(http://www.c360.com/Summary.aspx)

Cozy

"Boolean1" <Boolean1@comcast.net> wrote in message
news:ududnR8hAfz-J9zYnZ2dnUVZ_rWdnZ2d@comcast.com...


Posted by Boolean1 on October 27th, 2006


Thanks Cozy,

That's good for viewing at the Account level.

But is there a way to see from an Activity view, like a view of All Letters?

Thanks,

Boolean1

"Cozy" <Cozy@groups.com> wrote in message
news:OTUjaAa%23GHA.4468@TK2MSFTNGP05.phx.gbl...


Posted by Cozy on October 27th, 2006


There is a view included with the add-on which is 'My Summary' but this only
shows records for the active user - but this can be filtered to only show
certain activity types. Might not be what you are looking for though if you
want to see all letters regardless of user.

You could always download a trial copy to check it out if you wanted.

Cozy

"Boolean1" <Boolean1@comcast.net> wrote in message
news:GcadnXg7_Ofoit_YnZ2dnUVZ_vCdnZ2d@comcast.com. ..