Customer experience | Sales, Customer Insights,...

Is there a way to change the Quick View Form that displays on the Activity Feed?

(0) Share

Report

Posted on by QNACRM

I want to alter the Quick View Form that displays when someone adds a Phone call via the Activity feed but the form is locked and I cannot modify it. I created a new form that displays the fields I want it to but I can't find a way to select my new form over the old form

I have the same question (0)

All responses (6)

Answers (0)

Sort by

Suggested answer

Community Member on at

Like (0)

Report
Copy link

Link copied!

Hi QNACRM,

You can navigate to Settings-> Customizations->Customize the System->Expand entities->Phone Call->Forms to change the quick create form order:

Then move your form up is ok.

Was this reply helpful? Yes No
QNACRM 68 on at

Like (0)

Report
Copy link

Link copied!

Thanks but this did not solve my problem. The old form still shows up in the activity feed. I get an error saying I cannot change the form order of a managed form...Guess it can't be done.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report
Copy link

Link copied!

Hi QNACRM,

This is a weird thing.

Are you System Administrator of CRM? Could you provide some screenshots of your quick create form?

Was this reply helpful? Yes No
QNACRM 68 on at

Like (0)

Report
Copy link

Link copied!

Link to screenshots

Yes I am the system admin. I have attached screenshots of what it says. I don't think Microsoft allows you to change that particular form for some reason.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report
Copy link

Link copied!

Hi QNACRM,

This is a weird thing. I can modify it and change the order of phone call form without any error.

This could be a bug. I suggest you contact Microsoft Support.

Was this reply helpful? Yes No
QNACRM 68 on at

Like (0)

Report
Copy link

Link copied!

Will do that. Thank you.

Was this reply helpful? Yes No