Using Notes View in Dashboards

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Posted on by Community Member

Hi - this is my first post, so I hope someone can help me!

I've created an Advanced Find for Notes, however Notes entity is not available in the list of Records to allow me to add the Notes AF I created as a list to a Dashboard. Can you add Notes to Dashboards?

We use CRM Online.

Many thanks.

Agnes

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Community Member on at

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RE: Using Notes View in Dashboards

iruser2,

You might get better responses from the community if you post your issue in anew question. I only stumbled upon it by chance because I needed to add Notes to a Dashboard. It doesn't sound like that is what you are trying to do.

Best of luck!

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iruser2 2,048 on at

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RE: Using Notes View in Dashboards

when I tried this approach the URL took me to the look for Accounts Saved View = New. It did not remember the advanced find I created for notes. The advanced find # is included in the URL. It does not appear to do anything in a new browser tab however.

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Tim Dailey 440 on at

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RE: Using Notes View in Dashboards

For an easier one-click to open "view" that looks like a dashboard, you can copy the URL of your advanced find and create a desktop shortcut for the user. Arrange your columns the way you want them. No charts though.

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Community Member on at

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RE: Using Notes View in Dashboards

Hello!

Tenfold as a CTI solution could help. It integrates with majority of CRMs and any phone systems. It allows you to log the number of calls received and handled and time spent on each call and these can be viewed under your account's dashboard analytics stats. They also support MS Dynamics integration

www.tenfold.com/.../dynamics

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Alexandros Miaris 2 on at

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RE: Using Notes View in Dashboards

Hello,

I have proceeded as described in order to have a notes view in a dashboard but I cannot extract the view in excel as in any other ocassion.

Is there something missing or due to Notes entity we cannot export the view findings?

Thank you,

Alexandros

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Royal King 27,686 on at

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RE: Using Notes View in Dashboards

you should be able to get the id of the vide by opening the Notes view in customization.Once you open the view use any url encode /decode to get the id from the url that you just opened

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Agnes 120 on at

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RE: Using Notes View in Dashboards

Hi,

Thanks for the advice to create a Dashboard with Account view, export and change the entity and view id. Can you advise what I need to change these to, in order to get Notes? Apologies as I'm not looking to be spoon fed, however I'm new to this so if you could at least point me to where I can get a list of View IDs for Entities, that would help.

Thanks again,

A.

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Royal King 27,686 on at

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RE: Using Notes View in Dashboards

You should able to add notes into dashboard. There is no way to do it using UI.

Here are the steps to add notes to dashboard.

1.Create a dashbaord and add List component with any entity and view

2.Add just this dashboard to new solution and export it has unmanaged solution.

3. from the zip file copy customization.xml fiel to local folder and open in any xml editor.

4.Find the entity name and viewid in the xml and replace those 2 values into note entity name and note entity public view id then save it.

5.Replace this file in the existing solution zip .

6.Import and publish it.

Then you will see notes records in your dashboard.

Original dashboard showing accounts before editing the customization.xml file

Dashboard with Notes after replacing entity name and viewid from the customization.xml file

Replaced entity name and viewid in in customization.xml file

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Community Member on at

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RE: Using Notes View in Dashboards

Hi

You can not add Notes view to Dashbords.
The way to achieve this is to create a report or a web resource that uses JavaScript and then show it within an iframe or a dashboard.

Hope this help!

If this post answers your question, please click "Mark As Answer" on the post

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