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I'm trying to avoid using the Social Pane on our contact record for various reasons and so as a replacement have set up a new subgrid to show various Activity Views. I have a view for Phone Calls, Email, Appointments, Tasks & Other which can be toggled through using the view selector.
This works great for everything apart from the Emails. We use the Outlook Add-On for email tracking and our users rarely remember to set 'Regarding', this wasn't a problem on the Social Pane as the email was still listed (it must link it up from the email to/from field) but the Activities view doesn't do this, it looks like it needs a 'Regarding' to link it up.
Can anyone suggest a way round this? I'd like if possible to keep Emails within the same panel as the other Activities and to just use the Social Pane for Notes only.
Thanks in advance!
Hi Michelle,
There is no standard way to achieve this. However you can write your own code to manipulate the record of the subgrid.
This blog explain how to achieve the same requirement by using plugin. This blog also has managed/ unmanaged solutions for for you to try this.
It also has the plugin code so in case you want build your own custom plugin
jonasrapp.innofactor.se/.../all-activities.html&;
Also, there is also an unsupported ways to manipulate the records by updating the fetchxml of the subgrid. As this is unsupported, this may work now but not in future.
You can check this link to know more about this option.
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