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We have recently upgraded from 2011 to 2013 and our users are complaining about the Notes feature. It used to automatically set the title of the Note to the creation date of the note. In 2013 this is gone and you have to hover over the modified date to get the creation date. They don't want to hover they want the creation date back as the title of the note. (As an aside, prior to Rollup 1, the only thing shown in the hover was the time not the date, this is a little better at least).
Does anyone know how to accomplish such a thing?
If you want to set the title of the notes to the created date, then you will have to achieve this through the Plugins. You cant do it through Workflows for sure.
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The notes are a bit of a funny entity because Microsoft don't seem to let you change them very much with things like workflows.
but I think you should definitely be able to do it with a plugin.
If the my post helped you please mark my post as the suggested answer
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Thanks Karth, not too familiar with building a plugin. Do you know of any sample plugins that could be learned from to do the same?
Ideally, since this is custom development, it has to be done by a developer who has knowledge on CRM and .NET.
You can download the CRM SDK from the below link. It has some sample code of CRM Plugins that might help you.
The other option would be to write a script on load to populate the date in the subject
Hi Philip, from Karth previous post apparently there is no Onload script for Notes. Or did you have a different way to do it?
I was referring to the load script of the page. I think on save would a good way to do it
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