tisdag 16 september 2014

Setting the starting tab on the Wall/Activity/Notes part on Account or Contact form

I recently had yet another WTF moment with CRM 2013. This time it was the "notes-subgrid" of the contact form that made me slightly confused.

To briefly describe the problem, on the contact and account form in CRM 2013 there's a multi-choice part that can be switched between news, activities and notes. This "subgrid" is customizable to a certain extent and one thing you can set is the starting tab.

The customer had been upgraded from CRM 4 to 2013 and had the forms upgraded, so far so good. I was able to set the starting tab to notes as per the customer's wishes  but when I opened the form the subgrid was set to activities, even though I saw that the notes tab was selected at first and then switched to activities.

Since this was an organization that had been upgraded from CRM 4 there were no sitemap settings for the activity feeds which could be an issue according to Mark Magoli's blog.
After following the steps described I was able to set the starting tab, all fine. The funny thing is that if you disable the activity feeds for the entity, you also disable the ability to set the starting tab and the leftmost tab is selected, in my case this was the activity tab.

This is very annoying since the customer isn't interested in the activities or the news feed.

Rickard Norström
Developer at CRM-Konsulterna