I'm working on the implementation of MS CRM and my client wants to have a field on the company entity with the last date the company was contacted. In order to do that I created a custom field in the company entity and I managed to update the field every time an email,phone call, fax or letter is created. I did that by accessing to the crm db with javascript placed on the onsave event of each entity (I know it's not the best solution but it works).

The things is that now my client wants the last date contacted field of the company entity to be updated when a "quick activity" is created but I couldn't manage to add the javascript code.

Is it possible to do it and if so... How can I do it and what would be the best approach.

Thanks

Juan Stoppa

Aires Technologies

London - UK

the Quick Activity form is not customizable and therefore you will not be able to add JavaScript to it. You'll have to investigate other ways of updating your custom field such as a workflow and/or a post-update callout.

Having said that, have you considered that the Summary screen shows you all the activities related to an account and therefore you can see at a glance the date the last activity was created? This requires no JavaScript or anything, you just look at the "CreatedOn" column in the Summary screen and you can find the information you are looking for.

Unless there is something I don't understand about your customer's situation, this is a much simpler solution.

Jeremie Desautels

VP, Product Marketing

c360 Solutions

Thanks very much.

Juan