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Add comments to an activity.

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Posted on by David Ramos

When creating an activity, for example a phone call:

Let's imagine that I dial a contact but they don't answer,

I want to place with date and time that I tried to call but they didn't answer,

now in two days I call again and they still don't answer;

How to add those comments without having to create new activities every time you want to add a comment?

Excuse me for the automatic translation.

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Ram Prakash Duraisamy 2,289 on at

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Hi,

Try adding a new section with Notes and add it else create a seperate table for notes and add your notes over there.

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Abdul Wahab 12,119 Moderator on at

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Hi David Ramos,

I added a phone call against a record. I can add descriptions there as you can see in the below screenshot

It is also showing me the Modified On with the description in the timeline

Notice another screenshot with a different description

If I answer your question then please mark it as verified.

Let me know if I can provide you with more details.

Thanks
Regards,

Abdul Wahab
Power Platform/Customer Engagement Developer/Lead/Solution Architecture/Project Manager
Direct/WhatsApp:+923323281237
E-mail: abdulwahabubit@outlook.com
Skype: abdul.wahabubit
Linkedin: www.linkedin.com/.../

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Amit Katariya007 10,409 Moderator on at

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Hello David,

There are various ways we can record this information by using the "Activity Timeline". Activity Timeline is to keep track of all your customer communications. or example, you can take notes, send email, make phone calls, set up appointments, and assign yourself tasks as you work a sale or resolve a service case. These actions are all considered types of activities.

You can use Notes/Phone Call Record Activity for this requirement depending upon the data which you have.

System will generate appropriate timestamp which will include details like Created on, Created by, Modifies on/by, etc if Audit history is enabled.

Please refer below article which will help you related with your requirement.

learn.microsoft.com/.../add-activities

Thank you,

Amit Katariya

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David Ramos 15 on at

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Hello, thank you very much for your time.

Subject and regarding have the same name, which confuses me if you're putting the information in one or the other.

From what I see when you create the call activity you also create a quick campaign like regarding , that's where I'm not sure if I'm understanding correctly.

Anyway try to create a quick campaign from this point to see if it looks like what you show me, but it's giving me an error.

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David Ramos 15 on at

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Hello @Abdul Wahab , thank you very much for your time.

Subject and regarding have the same name, which confuses me if you're putting the information in one or the other.

From what I see when you create the call activity you also create a quick campaign like regarding , that's where I'm not sure if I'm understanding correctly.

Anyway try to create a quick campaign from this point to see if it looks like what you show me, but it's giving me an error.

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Abdul Wahab 12,119 Moderator on at

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Hi David Ramos,

I did not create any ampaign. Please share complete error.

If I answer your question then please mark it as verified.

Let me know if I can provide you with more details.

Thanks
Regards,

Abdul Wahab
Power Platform & Customer Engagement Developer/Lead/Solution Architecture/Project Manager
Direct/WhatsApp:+923323281237
E-mail: abdulwahabubit@outlook.com
Skype: abdul.wahabubit
Linkedin: www.linkedin.com/.../

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David Ramos 15 on at

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I mean this:

(I understand that the puzzle symbol is for quick campaign)

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Abdul Wahab 12,119 Moderator on at

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Hi David Ramos,

No. Sometimes it may be a campaign, sometimes it is an account and e.t.c. Go to the record for which you need to add an activity or call and created an activity from there it will automatically be allocated.

If I answer your question then please mark it as verified.

Let me know if I can provide you with more details.

Thanks
Regards,

Abdul Wahab
Power Platform & Customer Engagement Developer/Lead/Solution Architecture/Project Manager
Direct/WhatsApp:+923323281237
E-mail: abdulwahabubit@outlook.com
Skype: abdul.wahabubit
Linkedin: www.linkedin.com/.../

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David Ramos 15 on at

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I am referring to the case of the image that

I am sharing with you, I have a call activity created in an account,

and I want to post comments on that activity.

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Amit Katariya007 10,409 Moderator on at

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Use description field or you can create a new field and add it on the form.

Thank you,

Amit katariya

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