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Microsoft Dynamics CRM (Archived)

Change fields in "social pane" Notes/annotation.

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Hi!

I'm working in a Project with Dynamics crm 2015.

The customer feels frustraded that everytime they press a note it change "owner" of the note.

I wonder if it's possible to change the notes-form on the social pane. 

When a note is saved, a field appears under the note. First question: whats the name of that field and is it possible to change it?

My mission is to change the original field  to "created by" instead of "last modified".

Notes-last-change-.png

And, is it possible to change the autosave on notes?

Best regards

Henrik Sjögren

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I have the same question (0)
  • Verified answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello,

    I'm afraid that this control is not customizable in supported way. Many consultants want to get possibility to customize Social Pane. Check this portal for similar issues - crmideas.dynamics.com/.../dynamics-crm and vote for it or create if similar issues are not described.

  • Henrik Sjogren Profile Picture
    on at

    Hi Andrii!

    Okey, that' bad!

    What about autosave on notes? The same?

    Best regards

    Henrik Sjögren

  • Suggested answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    I'm afraid that it's out of control. Once focus is removed - note is created/updated.

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