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Suggested Mon, 28 Jul 2014 06:00:00 GMT by NARENDER RAJANUnder Review
Category: Client-Side Programming

Customize the social pane to show created on and created by rather than modified on and modified by.

Comments (3)
  • I am running version of O365 CRM pretty much out-the-box and need to reassign Account ownership. I believe it's correct that all the associated entities like Opportunities, Quotes, Cases, Activities and Notes are also reassigned, so the new owners have visibility of all his records especially when they filter on 'My....whatever's', or go offline.

    The problem arises when you now view the 'Social Pane' against any of the entities because all now show that the 'Activities' and 'Notes' have all been modified by the same individual at that one time so you now loose visibility of the historical created date of the activity or note.

    I applicate is some scenarios having the modified date is useful as someone could have manually amended the record but when records are reassigned you don't need  this modified by and date, shown.

    So is there a way to either reassign records without the modified date being updated or amend the 'Social Pane' to include both the 'Created' and 'Modified' dated and even be ale to filter by one or both these dates.

    Cheers Mike

  • Thank you for your feedback. This is a great suggestion, and we will consider this in our roadmap
  • Thank you for your feedback. This is a great suggestion, and we will consider this in our roadmap