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Beringer Technology Group

Microsoft CRM – Show activity notes on main lead, contact or account screen

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When you enter notes on an activity it gets written to the history of the corresponding lead, contact or account. This can be difficult for users to use in real-time as they

need to first open the lead, contact or account, click on Closed Activities then open each activity to get to the notes. This can be an inefficient process when on the phone with a customer for example.

To solve this inefficiency for a customer we developed a routine to aggregate all the notes from completed activities and display them in the notes field of the main record

(lead, contact or account). These notes are displayed right on the main record with no clicks. This displays the activity notes for all completed activities in one place as opposed to having to open each completed activity. This could also be done for pending activities as well, allowing the user to see a full status of all activities (open and closed) on the main lead, contact, or account screen.

This saves our client’s users a tremendous amount of time and maked them more efficient. It allows them to service a customer much faster.

If you would like this implemented in your Microsoft CRM system please contact us.

Beringer Associates is a Microsoft Gold Partner in New Jersey
[email protected]
www.beringer.net

 


3 Responses to “Microsoft CRM – Show activity notes on main lead, contact or account screen”

  1. Solve some inefficiency for the customers than we must develop the routine aggregate note for the main record. This activity display note for all place. Thanks to share such informative article.

  2. blogging says:

    great post you gots here, thanks alot for making it available!

  3. Matt says:

    I have recently upgraded to CRM 2016 and now the notes section under accounts wont let you add in any notes. I am even the Administrator and when i try and add in anything it is disabled or just doesn’t work at all. Has anyone seen this before or have a solution?

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