This might seem like a weird question, but I have this entity called reminders and a user can add a reminder to a project now is it possible to make it so that the reminder is also added to my related company record and related contact person record?
For example if I have a reminder made for project mic2101 and company is Microsoft and contact person is Michael then that reminder will be displayed at the project, the company Microsoft and the contact person Michael.
Is it possible to achieve something like this?
Thanks in Advance,
Solved! Go to Solution.
Yes that’s possible and it's even a common scenario. You need to configure your custom entity/table to have activities and send email option enabled. The send email option will automatically create an email field/column to be used when sending/receiving email.
You can also add the timeline control to your custom entity's form to conveniently see and manage the related activities in one place.
The solution export seems to be another issue. I would definitely not recommend to re-create custom email entity, you will lose lots of OOB current and future capabilities. How are you exported unmanaged or managed? Make sure you only include the sub-component level of the changes you made to OOB entities (like email) to your custom solution. If you didn’t make any, remove those entirely. You can also try one of these things:
Hope this all makes sense!
I know it's been a while since you posted this, but did you come up with a good solution. From your post it sounded like you wanted to see all related activities for accounts or contacts or leads in one place rather than having to select individual related activity types. Did you find a good way to do this? I'm still looking for a viable solution because I can't add Account or Contact to the columns in the Activities view.
No I haven't this is because I haven't been able to follow up on this due to being assigned on a different project and I doubt that I'll be able to check it anytime soon.
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