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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Timeline / Note / Email
Customer experience | Sales, Customer Insights,...
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Timeline / Note / Email

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Posted on by FM-02051120-0 18
 

Bonjour,

Nous avons remarqué un problème avec le tri dans la section chronologie/notes de notre CRM. Nous souhaitons que les emails et les notes soient affichés par ordre chronologique, du plus récent au plus ancien. Actuellement, les notes s'affichent correctement, mais les emails apparaissent toujours en dernier, sous les notes et les posts.

Nous ne sommes pas en mesure d'identifier la source de ce problème et aurions besoin de votre aide pour le résoudre.

Merci d'avance pour votre aide.

 

 

 

  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Timeline / Note / Email
    Hi,
    Does the sort date you set on the timeline control match the date(bottom right corner of each record) appeared in the record display view?
    1. Timeline sort date
    1)Note:
    Sort notes by date created or date modified. The Modified On date is the default setting.
    2)Posts:
     Sort posts by date created or date modified. The Created On date is the default setting.
    3)Activity:
     
    2.Check date shown in the display view
     
    I hope you can mark my answer verified if it answer your question! If you have any questions, please feel free to contact me.
    Regards,
    Leah

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