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Microsoft Dynamics CRM (Archived)

Unified Interface Timeline - How to change "Note modified by" to "Note Created by" in the timeline feed?

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Posted on by 10

Does anybody know how to change the default behaviour of notes in the new timeline feed so it displays the "Created By" field rather than the "Modified By" field, see the screenshot below:

17541.Capture.JPG

The problem I have is that when a user creates a note, the Modified By field is blank so you can't see who created the note.  If the note is modified after creation, the users' name shows up, but that is useless to me.

I've been trying to see where you can change it but a lot of the options on the note (annotation) entity appear to be locked down.

Any help would be greatly appreciated, I'm trying to push the new unified interface but this is going to be a blocker.

Thanks,

Martyn

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  • Suggested answer
    Kokulan Profile Picture
    18,054 on at

    Hi

    The Created By and Modified By will always be set by the system.

    Do you have a user with  no Name?

    If you do advance find and list all the notes created, you would see its got modified by set

  • Martyn Booth Profile Picture
    10 on at

    Hi Kokulan,

    Thanks for your reply. No, I don't have any users with no names and yes, when I do an advance find, the notes have got the correct Modified On user. It's only on the new timeline that this happens. Here is the same note in the old and new interfaces:

    0652.Capture-2.JPG

    0652.Capture-2.JPG

    Thanks,

    Martyn

  • Community Member Profile Picture
    on at

    We have the same problem. The timeline needs to show the Created By and the date time on Notes like it did in the classic UI.

  • Cheddar Head Profile Picture
    5 on at

    Same here. A new note should not have a modified by, it should be "new". How do we change the Timeline?

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