Showing only notes/annotations on a form CRM Online 2013

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Posted on by Community Member

Hi There,

Does anyone know if it's possible to only add notes to a form?

We seem to be stuck using the social pane that shows activities as well (which I don't want). I've also tried setting the notes to be the default tab on opening as a compromise but it doesn't seem to have any effect.

I'm primarily interested in this in relation to the quotes, offers and invoice forms.

Many thanks

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jlattimer 24,562 on at

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I don't believe there is a supported way to limit this.

In conjunction with setting the default to Notes - you could add some JavaScript to the form's OnLoad event to hide the links to the items you don't want to see.

Something like (uses jQuery):

$("#notescontrol a[title='POSTS']").css('display', 'none');
$("#notescontrol a[title='ACTIVITIES']").css('display', 'none')

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Community Member on at

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Hi Jason,

Thanks for the reply. I did try hiding the tabs I didn't want, which works well. Unfortunately I can't get the notes to display as default.

It's being set on the form to be the default display but I always get activities showing as default instead.

Any idea why this might be?

Thanks

Dan

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Nina P. 2,195 on at

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Hi dwbailey,

I recommend you to review the blog article which should answer the questions you have raised in this thread

community.dynamics.com/.../crm-2013-posts-activities-amp-notes-control.aspx

Please let us know if this helps and if you need any further information.

Thank you for using Microsoft Dynamics CRM Communities.

Nina Peneva

Support Engineer

Microsoft Dynamics CRM

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