microsoft.public.crm :: CRM Customization: Display Contact Info on Service Activity Form


	CRM Customization: Display Contact Info on Service Activity Form We'd like to be able to open a service activity, and display all of the associated contacts' information (name, phone, address) on the same form. We have attempted to use IFRAMEs to load this information, but have so far been unsuccessful in achieving the desired effect. What is the best approach to take here? I am trying to do the same... What I really want is: 1) Service activity calendar view to show the customer name, number and address in the mouseover 2) When a service calendar item is clicked on, I would like the contact name, address and telephone listed in the main form 3) When printing a service calendar item, I want the name, address and telephone number to be there. Thanks Jamie - Hide quoted text - "Martindale" wrote: > We'd like to be able to open a service activity, and display all of > the associated contacts' information (name, phone, address) on the > same form. We have attempted to use IFRAMEs to load this information, > but have so far been unsuccessful in achieving the desired effect. > What is the best approach to take here? You basically have to build a "on create" workflow rule that grabs the GUID (using a custom assembly) and writes it to a field on the form. There are some tutorials out there that tell you how to do this. It does take some knowledge of C# or VB.Net. Once you have the GUID stored in a field on your form, you can dynmically build the iFrame URL using Javascript and plug in the GUID from that field. Jeremy On May 11, 12:26 pm, Martindale <eric.martind@gmail.com> wrote: - Hide quoted text - > We'd like to be able to open a service activity, and display all of > the associated contacts' information (name, phone, address) on the > same form. We have attempted to use IFRAMEs to load this information, > but have so far been unsuccessful in achieving the desired effect. > What is the best approach to take here? On May 11, 3:51 pm, jjohn@statera.com wrote: - Hide quoted text - > You basically have to build a "on create" workflow rule that grabs the > GUID (using a custom assembly) and writes it to a field on the form. > There are some tutorials out there that tell you how to do this. It > does take some knowledge of C# or VB.Net. Once you have the GUID > stored in a field on your form, you can dynmically build the iFrame > URL using Javascript and plug in the GUID from that field. > Jeremy > On May 11, 12:26 pm, Martindale <eric.martind@gmail.com> wrote: > > We'd like to be able to open a service activity, and display all of > > the associated contacts' information (name, phone, address) on the > > same form. We have attempted to use IFRAMEs to load this information, > > but have so far been unsuccessful in achieving the desired effect. > > What is the best approach to take here?- Hide quoted text - > But is that the only way to do it? I see a form that is the "Preview Contact" - can we attach that to the service activity form using some sort of relationship? How is the preview contact form associated with the "contact" form? -----------------------------------------------Reply----------------------------------------------- The GUID is the key to the kingdom. Once you have that, you can call up any form. Notice that if you pull up any form in CRM the end of the URL usually contains the GUID. Jeremy On May 11, 2:02 pm, Martindale <eric.martind@gmail.com> wrote: - Hide quoted text - > On May 11, 3:51 pm, jjohn@statera.com wrote: > > You basically have to build a "on create" workflow rule that grabs the > > GUID (using a custom assembly) and writes it to a field on the form. > > There are some tutorials out there that tell you how to do this. It > > does take some knowledge of C# or VB.Net. Once you have the GUID > > stored in a field on your form, you can dynmically build the iFrame > > URL using Javascript and plug in the GUID from that field. > > Jeremy > > On May 11, 12:26 pm, Martindale <eric.martind@gmail.com> wrote: > > > We'd like to be able to open a service activity, and display all of > > > the associated contacts' information (name, phone, address) on the > > > same form. We have attempted to use IFRAMEs to load this information, > > > but have so far been unsuccessful in achieving the desired effect. > > > What is the best approach to take here?- Hide quoted text - > > > But is that the only way to do it? I see a form that is the "Preview > Contact" - can we attach that to the service activity form using some > sort of relationship? How is the preview contact form associated with > the "contact" form?- Hide quoted text - > When you list a bunch of records, like Active Accounts, notice the little arrow on the left? Click on the arrow and what happens? Some info about that Account is displayed below the Account record listing. The format and info displayed is the Preview Form. "Martindale" <eric.martind@gmail.com> wrote in message news:1178913728.199605.178070@u30g2000hsc.googlegroups.com... - Hide quoted text - > On May 11, 3:51 pm, jjohn@statera.com wrote: >> You basically have to build a "on create" workflow rule that grabs the >> GUID (using a custom assembly) and writes it to a field on the form. >> There are some tutorials out there that tell you how to do this. It >> does take some knowledge of C# or VB.Net. Once you have the GUID >> stored in a field on your form, you can dynmically build the iFrame >> URL using Javascript and plug in the GUID from that field. >> Jeremy >> On May 11, 12:26 pm, Martindale <eric.martind@gmail.com> wrote: >> > We'd like to be able to open a service activity, and display all of >> > the associated contacts' information (name, phone, address) on the >> > same form. We have attempted to use IFRAMEs to load this information, >> > but have so far been unsuccessful in achieving the desired effect. >> > What is the best approach to take here?- Hide quoted text - >> > But is that the only way to do it? I see a form that is the "Preview > Contact" - can we attach that to the service activity form using some > sort of relationship? How is the preview contact form associated with > the "contact" form? On May 11, 11:58 pm, "Larry Lentz, CRM MVP" <L@LentzComputer.net> wrote: - Hide quoted text - > When you list a bunch of records, like Active Accounts, notice the little > arrow on the left? Click on the arrow and what happens? Some info about that > Account is displayed below the Account record listing. The format and info > displayed is the Preview Form. > "Martindale" <eric.martind@gmail.com> wrote in message > news:1178913728.199605.178070@u30g2000hsc.googlegroups.com... > > On May 11, 3:51 pm, jjohn@statera.com wrote: > >> You basically have to build a "on create" workflow rule that grabs the > >> GUID (using a custom assembly) and writes it to a field on the form. > >> There are some tutorials out there that tell you how to do this. It > >> does take some knowledge of C# or VB.Net. Once you have the GUID > >> stored in a field on your form, you can dynmically build the iFrame > >> URL using Javascript and plug in the GUID from that field. > >> Jeremy > >> On May 11, 12:26 pm, Martindale <eric.martind@gmail.com> wrote: > >> > We'd like to be able to open a service activity, and display all of > >> > the associated contacts' information (name, phone, address) on the > >> > same form. We have attempted to use IFRAMEs to load this information, > >> > but have so far been unsuccessful in achieving the desired effect. > >> > What is the best approach to take here?- Hide quoted text - > >> > > But is that the only way to do it? I see a form that is the "Preview > > Contact" - can we attach that to the service activity form using some > > sort of relationship? How is the preview contact form associated with > > the "contact" form? Right, that's the form I want to incorporate into the "Service Activity" form. How exactly do I link the two?