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Microsoft Dynamics CRM (Archived)

Title as lookup field on Notes

Posted on by 35

Is there a way to make or add new field in Notes section where the title is lookup field, so that user can select the value from the lookup field and enter some texts under notes and once 'Done' is clicked, it saves the new notes with selected lookup value as title.

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  • Suggested answer
    JandostKhoso Profile Picture
    JandostKhoso 266 on at
    RE: Title as lookup field on Notes

    The notes entity is not customizeable. The only way I see this happening is to define a custom entity to replace the notes behavior.

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