Related Attributes Feature in CRM 4.0

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Thu, 21 Feb 2008 23:57:03 GMT

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re: Related Attributes Feature in CRM 4.0

Sanjay Munjal — Fri, 22 Feb 2008 02:11:39 GMT

Can we have the similar idea in the CRM Forms when selecting a parent or relation lookup field and show it's other attribute as read-only of lookup entity without much programming stuff? This will make data entry quite easy.

I know that we can IFRAME but this is quite custom code.

Regards.

Sanjay

re: Related Attributes Feature in CRM 4.0

Andy — Sun, 24 Feb 2008 05:48:00 GMT

"Address 1: City (Primary Contact)" is a very long

text. Is it possible to change it to something like "Contact's City" ?

Thanks.

re: Related Attributes Feature in CRM 4.0

Jim Johnson — Mon, 25 Feb 2008 18:22:55 GMT

That's great. I was excited about this feature when I heard about it...but it appears that related columns in grid views are not sortable. Can you confirm this or am I missing something?

re: Related Attributes Feature in CRM 4.0

Robert Rybaric — Fri, 29 Feb 2008 16:35:41 GMT

Caution if money attributes are included into the view. In such a case you MUST also include the currency attribute, othwerwise the view will crash.

Regards

Currency attribute and column name

Andy — Sun, 09 Mar 2008 11:01:25 GMT

Robert, I didn't know I had to include the Currency attribute so the view doesn't crash. Thank you.

I think views can be improved, for example we only use Dollar as our currency, so in our case it makes no sense to include it as part of the view.

Another thing is that you cannot change the name of the view column. I thought it would be possible in CRM 4.0 but apparently is not. It would be nice to be able to show something like "Contact's City" instead of "Address 1: City (Primary Contact)" wich is very long and personally I think it doesn't look good.

Regards.

re: Related Attributes Feature in CRM 4.0

elvis garcia — Sat, 06 Sep 2008 19:10:04 GMT

hi,

how do you create an attribute for an existing attribute meaning if i have a field name services for example once i click to an specific service i would like to have another field with sub categories based on the services field can you help??

egarcia@arkettsolutions.com