Hi everyone,

I got everything installed and customized but I have the following
problem:

I have set up a custom entity "project" where we store information
about projects (we are a service based company). I have set up an m:n
relationship between project and contacts so we can see all (external
and internal) contacts that are working on that project. My problem is
now that I can see the email history in a contact but not in an
associated project. I would need to have the email stored in the
contact history as well as in the project history. Is there a solution
that CRM does this automatically rather than manually? Or is there a
way that I can define that whenever an email contains the name of the
project that it is automatically associated with it?

Thanks for your help folks

If you are working with CRM 4.0 you have an option but this does require
custom developement (plugin). You can create a plugin with subscribes to the
TargetRollupActivityPointerByContact in the post stage. Here you can add
activities related to your custom entity to the activities aggregated by the
Crm it self.
--
Patrick Verbeeten (MCPD)
Lead Developer
Aviva IT

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



"jfriedag@web.de" wrote: