Customize Customer Relationship view

[Matt M]

Is there any way to customize the Customer Relationship view. For example,
when we have a Contact open and we go to Relationships, we want to see an
attribute that is on the Account record of Party 2. So it would display:

Party 1 Role 1 Role 2 Party 2 Account Type

We would also like to edit to form to get rid of the Description 1 and
Description 2 fields.

I know there is no way to do this by default in CRM so I expect some
programming may be involved?

Thanks,
Matt

[manick]

Matt,

Please drop an email to discuss.

MV

Post by Matt M
Is there any way to customize the Customer Relationship view. For example,
when we have a Contact open and we go to Relationships, we want to see an
Party 1 Role 1 Role 2 Party 2 Account Type
We would also like to edit to form to get rid of the Description 1 and
Description 2 fields.
I know there is no way to do this by default in CRM so I expect some
programming may be involved?
Thanks,
Matt

[Frank Bello]

In my case I need to display the Modified On field, so users can get an idea on how 'fresh' the information is, but I cannot figure out how to add the column.





Matt M wrote:

Customize Customer Relationship view
01-Jul-10

Is there any way to customize the Customer Relationship view. For example
when we have a Contact open and we go to Relationships, we want to see a
attribute that is on the Account record of Party 2. So it would display

Party 1 Role 1 Role 2 Party 2 Account Typ

We would also like to edit to form to get rid of the Description 1 an
Description 2 fields

I know there is no way to do this by default in CRM so I expect som
programming may be involved

Thanks
Matt

Previous Posts In This Thread:

On Thursday, July 01, 2010 12:16 PM
Matt M wrote:

Customize Customer Relationship view
Is there any way to customize the Customer Relationship view. For example
when we have a Contact open and we go to Relationships, we want to see a
attribute that is on the Account record of Party 2. So it would display

Party 1 Role 1 Role 2 Party 2 Account Typ

We would also like to edit to form to get rid of the Description 1 an
Description 2 fields

I know there is no way to do this by default in CRM so I expect som
programming may be involved

Thanks
Matt

On Friday, July 02, 2010 12:52 AM
manick wrote:

Matt,Please drop an email to ***@hotmail.com"Matt M" wrote:
Matt

Please drop an email to discuss

M
***@hotmail.co

"Matt M" wrote:


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