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amend the order of the list of Activity types in the drop down choices under the Add New Activity button

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When I am in an Account record in CRM 365 on-premises and I wish to add a New Activity associated to the chosen Account, under the Add New Activity button the various types of Activity appear.

Is there a way to amend the order of the list of Activity types in the drop down choices under the Add New Activity button?

What I want to do is to move the order of the choices around so that the most common Activities that myself and my colleagues add on a daily basis are moved to the top of the list.

I have the Ribbon Workbench 2016 installed, and I have created a solution to point he Ribbon Workbench to. I'm unsure what to do from this point forward. I added Account and Activity entities to the solution, but cannot locate the button with its drop-down list.

Here is a diagram to further explain what I wish to achieve. If anyone can offer help or assistance it would be received with much appreciation and thanks.

Nigel

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Answers (1)

Aric Levin - MVP 30,188 Moderator on at

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RE: amend the order of the list of Activity types in the drop down choices under the Add New Activity button

Confirming David's response. AFAIK, there is not way to change this order in any supported way. It is by design within the system.

Hope this helps.
Hussein Wahba 223 on at

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RE: amend the order of the list of Activity types in the drop down choices under the Add New Activity button

I tried to edit that by RibbonWorkBench and via solution XML with no hope,

I think it is hard-coded as David said.
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David Jennaway 14,065 on at

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RE: amend the order of the list of Activity types in the drop down choices under the Add New Activity button

As far as I know, you can't change this. I think the order is hard-coded into CRM