Phone call completed status

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Dear community,

I have created some new status reasons for a phone call activity. I would like this status reason to remain in place once the phone call has been marked as complete but it automatically updates the field to "made" - is there any way I can prevent this logic applying and instead, keep the status reason that has been populated by the user?

Best regards,

Drew

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Shidin Haridas 3,497 on at

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RE: Phone call completed status

Hi Drew,

The functionality you are describing is what we call an OOB (out-of-box) feature.

If you want to tweak it, you will need to do custom development and create a plugin, which will determine whether the Status field has to be updated to 'Made' or let it be.

But yes, you can do it.

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Community Member on at

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RE: Phone call completed status

Hi Shidin,

Are plugins something outside of the "solutions" section?

Is there any documentation you can point me in the direction of to input this feature?

Best regards,

Drew

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Shidin Haridas 3,497 on at

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RE: Phone call completed status

Plugins are nothing, but custom bits of code you write and insert into the CRM platform.

They can be found in Solutions as 'Plugin Assemblies' & 'SDK Message Processing Steps'

The following three links will be a good place for you to start on what Plugins are and how to develop them:

1. https://msdn.microsoft.com/en-in/library/gg328490.aspx

2. http://crmbook.powerobjects.com/extending-crm/plug-in-development-and-workflow-extensions/plug-ins/

3. crmbook.powerobjects.com/.../developing-a-plug-in

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Ryan Maclean 3,070 on at

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RE: Phone call completed status

Hi Drew,

You might want to create your own Status field to hold the status reason you want to keep. The OOTB Status Reason will always update, but you can work around this with your own field

Ryan

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ansrikanth 3,115 on at

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RE: Phone call completed status

I would suggest you to keep the OOB statuses as it is until unless you have a wide range of status requirements. If it is, then remove the OOB close phone call button and use the Workflows to activate/deactivate the phonecall on change of the status reason it self.

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