Calendar List customization

SUGGESTED

I've followed the instructions at Customizing calendar list to add the 'Regarding' column so I can see what opportunity each task relates to.

But when saving, the changes do not reflect in the calendar list.

Is there some way to push those changes through?

Parents
  • 0

    Hi Suraj

    You could edit the view itself (Communication | Views | vCalendarList) to link in the Opportunity table, and then in the Calendar List add in the Opportunity Description column (note my last column) this is then told to hyperlink to the Opportunity as well 

  • 0 in reply to Matthew Shaw

    Thanks for looking into it  - going into vCalendarList only presented me with a script:

    CREATE VIEW vCalendarList AS SELECT RTRIM(ISNULL(Person.Pers_FirstName, '')) + ' ' + RTRIM(ISNULL(Person.Pers_LastName, '')) AS Pers_FullName, epd_pers.epd_PhoneFullNumber AS Pers_PhoneFullNumber, epd_comp.epd_EmailAddress as Comp_EmailAddress, epd_comp.epd_PhoneCountryCode as Comp_PhoneCountryCode, epd_comp.epd_PhoneAreaCode as Comp_PhoneAreaCode, epd_comp.epd_PhoneNumber as Comp_PhoneNumber, epd_comp.epd_PhoneFullNumber AS Comp_PhoneFullNumber, Account.*, Company.*, Communication.*, Lead.*, Comm_Link.*, Person.Pers_PersonId, Person.Pers_CreatedBy, Person.Pers_SecTerr, Person.Pers_PrimaryUserId, Person.Pers_ChannelId, Chan_ChannelId, Chan_Description, Attendee.Pers_CompanyId as CmLi_ExternalCompanyID, Attendee.Pers_AccountId as CmLi_ExternalAccountID FROM Communication LEFT JOIN Comm_Link ON Comm_CommunicationId = CmLi_Comm_CommunicationId LEFT JOIN Person ON Pers_PersonId = CmLi_Comm_PersonId AND Person.Pers_Deleted IS NULL LEFT JOIN CRMEmailPhoneData epd_pers ON epd_pers.epd_EntityID = 13 AND epd_pers.epd_RecordID = Pers_PersonID LEFT JOIN Company ON CmLi_Comm_CompanyId = Comp_CompanyId AND Comp_Deleted IS NULL LEFT JOIN CRMEmailPhoneData epd_comp ON epd_comp.epd_EntityID = 5 AND epd_comp.epd_RecordID = Comp_CompanyID LEFT JOIN Channel ON Comm_ChannelId = Chan_ChannelId LEFT JOIN Account ON Acc_AccountID = CmLi_Comm_AccountId LEFT JOIN Lead ON Lead_LeadId = Comm_LeadId LEFT JOIN Person Attendee ON CmLi_ExternalPersonID = Attendee.Pers_PersonId AND Attendee.Pers_Deleted IS NULL WHERE Comm_Deleted IS NULL AND CmLi_Deleted IS NULL AND Comm_Type in (N'Appointment', N'Task')

  • 0 in reply to Suraj Shah

    Correct, in my system I have made it look a little bit tidyer (separated out the SELECT, FROM and WHERE parts of the view) and then in the SELECT part I reference the opportunity table and in the FROM section I tell it how to join that table. Other than my view is the same as yours

  • 0 in reply to Matthew Shaw

    Thanks Matthew - I'll work on it and see how I get on.

Reply Children
No Data