c360 Forums / Console / Version 3 Product Questions / Core Productivity Pack

Version 3.0.12 of Console has been released

Arvind Raman — Tue, 26 Feb 2008 13:52:40 GMT

Console version 3.0.12 has been released.

Release Notes

Bug Fixes

When user tries to search for accounts in the CRM View cell, an
error saying “8 entity not found in CRM” is thrown
While selecting a result at the bottom of a list, the grid shifts
upwards and the user ends up clicking on a different record
CRM View cell displays 10 rows even when the
option selected is to show 5 rows.

Associated Entity List: Activities?

bjoernb — Thu, 20 Dec 2007 11:51:40 GMT

Hello,

I want to create a console which shows in the left column a selectable companies liest. Below I have added a Associated Entity List which shows all associated contacts.

Question: Is it possible to show all associated Activities (phone calls, appointments...) in a column on the right side?

Console doesn’t resize when the IE window is maximized from a non-maximized state

Ken Champion — Mon, 31 Dec 2007 16:37:45 GMT

We are aware of an issue where the Console screen does not maximize properly when the Parent CRM page is maximized. This will be resolved in an upcoming release.

To work around this issue, click on another navigation bar item such as My Workplace with the screen maximized, then click back to Console.

(issue DE2359)

CRM view Grid Rows Issue

Denzel — Thu, 29 Nov 2007 15:25:02 GMT

So since we have udpated to all the latest patches and updates I have noticed that all my CRM view fields are displaying 10 grid rows even when 5 is selected as the option. If I select 15, or 20 it works fine but when chosing 5 even at the start of a new console, it will display 10 when any results are returned.

Any Ideas?

Another IFRAME display issue

pklingens — Tue, 20 Nov 2007 08:41:06 GMT

We are using a homemade "plugin" to lookup account information at the chaimber of commerce.
We developped this using the c360 SDK.
It basically consists of an c360 SDK area page:
- Menu control
- MenuItems with actions that open up the dutch chaimber of commerce webpages

The IFRAME in the detail tab of account is set up:
- allowing scripts between frames
- only occupies one row (no scrolling)
- not expanding if needed

See the attached images:
image 1 is the detail tab as CRM shows it
image 2 is the c360 Console CRM Detail of the same account

Not completely what we expected...

IFrame display issue

megadose — Tue, 30 Oct 2007 11:48:45 GMT

We have a couple of implementations where we are using an IFrame to display a SharePoint Docs library. In order to do this by record there is some jScript on the CRM form that set the proper web address for the iFrame on load. In the standard CRM form it works great, in the Console however we get nothing but a blank iFrame. I beleive this is because there is no Jscript loading the web address when the page is loaded. What is your suggestion for a work around on this?

Custom Icons

Fpieters — Sat, 25 Nov 2006 11:12:24 GMT

Custom icon are not available within the console. When will this be available?

Console 3.0.371: Crm Detail view: Changed content message

pklingens — Mon, 18 Jun 2007 05:29:37 GMT

I am getting the "change content" dialog when detail content (of customized entity) has to be loaded from an associated entity list view that acts as publisher.

I am not expecting this dialog because I am [i]NOT[/i] using the editable details feature as described in:
[url=http://www.c360.com/Support/Default.aspx?tabid=23a72820577a443aac45d2bbbe95e706&linkId=2bac9bd3dbc3464d86273ab33f0efbf4&Number=KBA-01166&operation=KBDETAILS]http://www.c360.com/Support/Default.aspx?tabid=23a72820577a443aac45d2bbbe95e706&linkId=2bac9bd3dbc3464d86273ab33f0efbf4&Number=KBA-01166&operation=KBDETAILS[/url]

content on my console:
[b]first column (all act as publisher)[/b]
-Search cell (to search accounts, contacts)
-Associated entity list (that shows the contacts when searched for accounts)
-Associated entity list (that shows some entities, including customized ones)
[b]second column[/b]
-detail view

Scaling problem of record details

pklingens — Wed, 28 Jun 2006 10:20:47 GMT

When adding a Record Detail onto a Console some text fields of the record detail attributes do not scale right...
See attachment

Using version 3.0.6.103

CRM View search issues in Console?

pklingens — Mon, 06 Nov 2006 11:40:58 GMT

I (or actually a collegue of mine...) noticed the following when creating a CRMView for Active Accounts cell in Console version 3.0.108.

The CRMView cell is configured with
- the Active Accounts saved query
- Jumpbar is visible
- Quick find is visible

When the console with this cell is opened All active accounts are shown. (which is good!)

Consider an existing account with the name 'Sequint'.

When doing a quick search for 'seq' in the CRMView, the account shows up.
When doing the same thing in the CRM 3 Account screen; the same, which is OK.

When doing a quick search for 'quint' in the CRMView I do not get any results.
When doing the same thing in the CRM 3 Account screen; the same, which is OK.

Issue 1: Wildcards do not work in quick search in CRMView
When doing a quick search for '*quint*' in the CRMView I do not get any results.
When doing the same thing in the CRM 3 Account screen; I get the result I expect: Account Sequint is found.
So a partial find using wildcards does not work in the CRMView

Issue 2: jumpbar does not always return results
When using the jumpbar it only seems to work when NO quick find search has been executed in the CRMView cell before clicking on any item in the jumpbar...

Are these known issues?

How to see marketing list in console

ciso72 — Fri, 14 Sep 2007 12:48:42 GMT

Is it possibile in some of the components in console to see the list of marketing list of an account ?

Size of custom content fields

Denzel — Tue, 11 Sep 2007 19:01:28 GMT

Because of speed issues with the Summary both inside console and stand alone, I have created a custom content field which simply displays the selected record in the console, so the data can be viewed without having to open a new window.

My problem is that there are no settings or configurations for the new cell, so I am getting a cut off view of the record.

Any suggestions or ideas?

Hot Fix for Console version 3.0.9.188

Arvind Raman — Thu, 06 Sep 2007 15:28:59 GMT

A hotfix for Console version 3.0.9.188 is available now. It can be downloaded from the following link:
http://www.c360.com/Console/c360.Console.PatchRelease.3.09.240.zip

This download includes release notes that describe the fixes contained in this patch.

Note - This patch can only be installed on top of version 3.0.9.188 of Console.

Release Notes

Java script error is thrown on saving activity changes from record detail cell.
This fix will allow user to save changes made to activity records from record detail cell. The changes will also be visible when the user opens the activity record from CRM.
Note: The value of the key 'EnableEditInEntityDetailCell' should be set to “true” in c360.console.config file.
Custom attributes are not updated when save is performed via the c360 console detail screen.
Now users will be able to edit the custom attributes and save the changes from record detail cell. The changes for custom attributes will also be visible when the user opens the record from CRM.
Note: The value of the key 'EnableEditInEntityDetailCell' should be set to “true” in c360.console.config file.
Console display's save confirmation dialog when no updates have been made to a record.
This fix will eliminate the problem related to save confirmation dialog appearing even when user does not make any changes to the records having checkbox controls in the entity record form.
Now user will be able to navigate from records having checkbox controls to other record and record detail cell will load the details of newly selected record. Save confirmation dialog will appear only if any changes are performed by the user on the record.
Java script error is thrown on performing 'Search All' action when Activities entity is configured for Search All.
This fix will allow user to search for activities using search all. Now the grid will display all the activity records which fulfill the search criteria entered by user in ‘quick find’ field
Session does not respond and show 'Abort script' message on performing wild card search using Quick Find field when activities are configured for Search all.
On performing the wild card search using quick find field, the grid will display the records of the entities which are configured for search all. The appropriate message will be shown to the user to refine the search if the number of records for the searched entities is more than what is set in CRM for records per page.
Disabled Records enabled in the editable detail cell.
This fix will eliminate the problem related to disabled fields appearing as editable in record detail cell. The fields which are set as disabled from CRM for an entity will appear as disabled in the edit mode of record detail cell.
Value entered in Potential customer field is not saved in record detail cell.
This fix will allow user to provide the value for Potential customer field from record detail cell and save it.

Version 3.0.9 of Console has been released

Arvind Raman — Mon, 06 Aug 2007 22:20:53 GMT

Version 3.0.9 of Console has been released today. The products can be found on the regular product download page

http://www.c360.com/DownloadRegister.aspx

Release Notes

Fixed Issues

· Search Cell using the Quick Find search field does not return results when using an apostrophe in search text. This fix will allow user to search entity records when the search criteria contains an apostrophe

· Console Search Cell 'Search All', Export to Excel should be disabled. When user performs ‘Search All’, Export to excel and Print option will not appear in the grid menu bar.

· Search All results are not displayed in the order as configured in Search Preference screen. This fix will eliminate the problem related to ordering of fields configured for Search all. Now Search cell in console will show entity records in correct order as configured under search all tab.

· Configured CRM view cell doesn’t refresh the cell properly on changing the view dropdown.When CRM View cell is configured to display ‘Views’ picklist, the cell grid will refresh and display configured entity records appropriately based on the view selected in the Views picklist.

· Error is thrown while trying to configure record details cell from the console page. This fix will allow user to configure ‘Status’ field in the console’s Record detail cell for CRM entities.

· Should be able to save the changes made to fields of custom entity in Record detail cell. Using this feature, user will be able to edit and save changes to a custom entity record from ‘Record detail cell’ of console.

· Console Record Details of Custom Entity different from CRM. This fix will eliminate the problem related to discrepancy in layout of custom entity records in Record detail cell of console and CRM’s custom entity form. Now the console record detail cell for custom entity will have the same spacing as in CRM.

· Web page dialog does not show deletion confirmation details when user tries to delete activities from CRM view grid. This fix will allow user to successfully delete the activity records configured in CRM view cell.

· Filtering on "associated entities" cell in console does not filter results for custom entity. This fix will allow user to filter entities associated with a custom entity in the associated entity list cell of console.

· A Server error is reported on changing the status reason field of custom entity record in Record detail cell and saving the changes. Now in Record detail cell, the status reason field will show only active option.

Console 3.0.371: Invalid Date in CRM Detail View

pklingens — Mon, 18 Jun 2007 04:52:57 GMT

When using the Record Details view on an Account I get an 'Invalid Date' message dialog box on a date customized field I added to the Account entity.

At first I thought it was the language I used, dutch, but switching the c360 language setting to english I got the same message.

The same record details shows the correct date:
e.g.
- [b]16-9-2004[/b] in crm account view becomes [b]4-8-1917[/b] in a c360 CRM Detail View
- [b]27-3-2006[/b] in crm account view becomes [b]6-8-1928[/b] in a c360 CRM Detail View

(using the dutch date formatting)

Using Console 3.0.371 (MR2)

Console 3.0.371: Crm Detail view "'parent.crmForm.address2_line1' is null or not an object"

pklingens — Mon, 18 Jun 2007 05:11:38 GMT

I get the following error (not always) when viewing the Crm Detail view on an account:
[hr]A Runtime Error has occurred.
Do you wish to Debug?

Line: 11
Error: 'parent.crmForm.address2_line1' is null or not an object
[hr]

Editable Custom Entities in Console?

Denzel — Fri, 08 Jun 2007 16:00:02 GMT

OK, we have built a custom entity to capture our manger/process team interactions with our users. To make it easy to use I am trying to create a console that will leverage a CRM view of the potential regarded entity, a summary and then a cell with a editable copy of the entity that will pull the relationship with the item from the CRM view cell.

Any ideas or suggestions.

Console CRM View - Campaign Responses

Brian Newman — Thu, 15 Feb 2007 18:53:48 GMT

Is there any way I can have a CRM View cell of a Campaign Response view? It is not an option on the picklist.

Server Error in '/c360' Application after upgrading

Ken Champion — Wed, 16 May 2007 10:15:02 GMT

If you get the above error, it may be because you have installed the (Maintenance Release 2 - version 3.0.8.371) for Multi-field search without installing the corresponding update for Console. Make sure you install patches for both Console and MFS if applicable.

Hotfix (Maintenance Release 2) for Console available now

Arvind Raman — Mon, 07 May 2007 09:53:54 GMT

A hotfix (Maintenance Release 2 - version 3.0.8.371) is available now. The patch as well as the release notes can be downloaded from the link below
http://www.c360.com/Download/MR2/c360.Console.PatchRelease.zip

Note - This patch setup can only be installed on top of version 3.0.8.191 (and/or MR1 - version 3.0.8.257)

Console Templates

Bill Button — Thu, 15 Feb 2007 06:31:52 GMT

Hi,

Are their any Console Templates out of the box, I have tried to find some but can not, I was hoping to be able to find some already setup that I can import.

Regards

Bill Button

Rodmatic Limited • High-Volume Turned Parts • Small run highly complex CNC components

Hotfix for Version 3.0.8.191 available

Arvind Raman — Tue, 20 Mar 2007 14:19:34 GMT

A hotfix for Console version 3.0.8.191 is available now. The patch as well as the release notes can be downloaded from the attached zip file.

Note - This patch setup can only be installed on top of version 3.0.8.191 of Console

Search Cell - Active Accounts/Contacts only

Brian Newman — Thu, 28 Dec 2006 16:45:10 GMT

How can I default the search cell to only return active accounts in the search results? It seems the only way is to have Status as one of the search fields and have the user select Active every time.

Publishing Templates

nahis — Mon, 12 Feb 2007 15:02:50 GMT

Is there a way to:

1. Publish templates out to users (rather than make the users have to subscribe to them)

2. Prevent users from being able to personalize to their consoles

That is, we want to be able to centralize look and feel of the console rather than provide the users with the ability/responsibility of having to define it for themselves. This ensures a consistent look and feel. Similar to how the configuration of CRM forms/system views is centrally controlled.

Refresh for Record Detail

nahis — Mon, 12 Feb 2007 15:18:21 GMT

When you use the "Open Record" link to modify a record appearing in the Record Details, the Record details does not refresh with the change and there does not appear to be a Refresh option for this.

Is there a way to have this automatically refresh or add a refresh option?

Forecast Manager in Console

nahis — Wed, 31 Jan 2007 23:19:07 GMT

Is there a way to put the Forecast Manager as one of the cells within the console? For example, being able to view all open opportunities for a customer - but using the forecast manager rather than the CRM associated view?

Thanks!

Default enter key for Search All

nahis — Mon, 12 Feb 2007 15:05:39 GMT

When using Quick Find the default enter key does not hit "Search All". Can this be added to the product wish list?

Problems trying to integrate console

PeterClements — Mon, 29 Jan 2007 08:03:30 GMT

After installing c360 core productivity succesfullly went to configuration centre and successfully integrated all of the products until I got to console.

When I tried this I get an error in red referring me to c360 support. Then all crm data forms became unavailable most forms were giving a COM+ exception. Sorted the error by removing the c360 products.

Any suggestions ?

Pete.

Visibility of Queues in CRM View field

Denzel — Wed, 03 Jan 2007 12:40:02 GMT

So I have a single group that uses a CRM Queue as a gathering point for their groups work and each person then takes work from the queue and assumes individual ownership of it. I would like to build a console that would leverage the CRM view field to expose items in the queue, so users could take advantage of the other console fields if possible.

However when I go to add content to the View field, I see almost every type of data except the queues. I can see our custom entities but no luck on the Queue.

Any ideas or suggestions.

Record Details and Custom Entities

Denzel — Wed, 13 Dec 2006 17:01:18 GMT

So I found the code that will allow the summary functionality work with custom entities, will this also allow custom entities to display in the record display field within a console?

CRM View- Tab sizes

Denzel — Thu, 14 Dec 2006 11:32:03 GMT

I have noticed that when you incorporate more than 1 view into the CRM View of a console that it creates wonderful tabs but the number of characters available is very limited.

So if I were to add the view of the default "my active accounts" only the "my active" shows up, this creates and issue when your wanting to create a view that has tabs for "my active leads", "my active opportunities" and "my active accounts" since the user will just see 3 tabs called "my active".

Is there a way of making the tabs expand to fit the text of the advanced find or CRM view being used? I have either renamed or created a lot of the entity views over again so they can be leveraged into this feature but it would be nice if there were more flexibility within the tool.

Changing Content Item Height

kathyc20 — Tue, 28 Nov 2006 11:28:46 GMT

I have added our company's web site to the Console.

Is there a way to make this the entire height of the Console area?

Right now it is the entire Console width.

A strange UI in RecordDeail

fuqi — Thu, 09 Nov 2006 04:01:45 GMT

When I use c360 Console in CRM 3.0 Japan Version. I add a RecordDetail to the Content.Bug I find all the label of field is displayed in "?????". Would you please to tell me the reason?

Issue with Associated Entity

pklingens — Wed, 09 Aug 2006 10:14:29 GMT

I have the following Console:

Crm View on Account
Associated Entity List with Contacts (jumbar on, menu on, cel is publisher)

after selecting an account the associated contacts are shown.

After double clicking on the contact a new crm-browser-window opens with the a Microsft CRM Application Error Report:
Guid should contain 32 digits with 4 dashes (xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx).

The url that was opened was: http://crm:5555/sfa/conts/edit.aspx?id={{A736EF6B-1861-40CE-A0AD-DAC6F7DE66FA}}

For some reason the id is not formatted correctly, check the double { and }...

Successful Install, no c360 Tools

joesterm — Mon, 24 Apr 2006 08:41:45 GMT

I recently performed a new install of the c360 Core Productivity tools on a clean version of Microsoft CRM 3.0. All the tools installed successfully, but I do not see any c360 links. I see several ISV links, but all are demo screen pops etc. Any idea how I can get them back without un-install / re-install?

Thanks,

Jon

Creating Value-Added Functionality using the c360 Console

Kevin Eichelberger — Wed, 21 Jun 2006 10:20:24 GMT

I'd like to announce a new webinar that is scheduled weekly at 2:30pm on Tuesdays that will cover advanced Console topics including creating custom cells (with or without our SDK).

For those of you that may not be familiar with the Console (http://www.c360.com/Console.aspx), it is a product that can integrate custom .NET (or really any language) pages to integrate third-party data or services directly into CRM.

Some examples that are covered include automatically displaying a Map / directions for a record (all on the same screen), showing the current stock value for a company, displaying an RSS formated news feed regarding a specific company, as well as using our SDK to create custom cells that can be used to integrate third party data - such as GP data - directly in CRM. During the webinar source code will be discussed as well.

For those of you with a development background, the Console is something that you can levereage to create some custom functionality to create some great value-added solutions for your CRM customers (or for yourself) to meet specific customer and industry needs. I highly recommend you attend this webinar in the near future - visit http://c360.webex.com to register.

Also, as an added bonus all attendees will receive the source code to these solutions, and I invite anyone looking for anything they'd like to see to post your ideas here (or PM them to me) and we may be able to integrate that into a future webinar.

Look forward to seeing you there!

Peripheral c360 Tools not appearing in Console Content

MRosmus — Wed, 15 Mar 2006 12:51:02 GMT

Hi,

I have installed the c360 Productivity Pack at a client site, and I have noticed that common c360 elements like the Summary, RelationshipExplorer and Multi-Search do not appear on the list of available content. I have had this issue before, and I imported the missing database entries from a successful install, but is there another way, besides reinstallation? I always install the Console last, which hasn't been an issue before... and the other c360 tools work fine independently. Any ideas? Thanks!

Mark

Record Details - Read Only

MRosmus — Mon, 06 Mar 2006 12:10:45 GMT

Hi,

Is there anyway to toggle to read-only format of the Record Details content cell, so that users can edit the fields in the Record Details, without having to open the record first? Thanks.

Sincerely,

Mark Rosmus

Embedded SSRS Reports with a Hyperlink

MRosmus — Tue, 07 Feb 2006 17:37:06 GMT

I am trying to embed a SQL Server Reporting Services Report into a Console as Custom Content, and have run into a snag. The report contains information from a peripheral ERP database, that does not live within CRM. I can get the report to execute (after having to manipulate the c360 database, which may be the main source of my issue), but I cannot get a hyperlink to launch properly from within the report. I would like the hyperlink to launch a new window (Hyperlink = http://localhost/SFA/conts/edit.aspx?id=parameter, to launch the Contact Edit screen for the specific Contact) and after some research on the web, it looks like the way to do this is to include the "rc:LinkTarget=_blank" parameter on the URL of the main report. This switch directs how hyperlinks within the report should launch. When executing the report directly from IE via the URL (Example: http://localhost/ReportServer?/Client Reports/Serial Query&rs:Command=Render&rc:LinkTarget=_blank) the hyperlink is created in it's own new window, if I leave the rs: and rc: switches off the URL, the hyperlink takes over the full active window. When I try to add the LinkTarget to the Console as Custom Content, I get the following error: "The ':' character, hexadecimal value 0x3A, cannot be included in a name". Here is the entry from the db_ContentItems table: <ProductConfig ProductURL="http://localhost/ReportServer?/Microsoft%20CRM_MSCRM/iFrame%20Reports/Serial%20Query&rs:Command=Render&rc:LinkTarget=_blank" CellHeight="250" Scrolling="yes" CanRenderWithoutContext="true"/>

Is there a formatting convention that I need to follow? Or is there maybe an easier way to get this functionality, and I'm taking the difficult approach? Any help would be appreciated, as I think this could be handy functionality in general, thanks.

Mark

KB articles

Jeremie Desautels — Tue, 31 Jan 2006 13:10:59 GMT

Please read the following articles to learn about the known issues and possible workarounds related to Console for Microsoft CRM v3: http://www.c360.com/Support/?subjectid={31A71B8E-27A4-441F-924C-C925D99F197F}&name=CRM%20v3.0%20-%20Console