This is a simple customization that I should have thought of before. But it came about because of a user request on how to use our Excel add-on product. We will show you EBAX at the end of the blog. I am sure other people will expand on the basics of this customization and I look forward to seeing the results.
My bet, you are using the activities menu in CRM to add a phone call activity. This pops up another window. Users are also required to select History activities on the Opportunity side menu to see the last call they have made. What about showing last call information in the opportunity view?
Let's see the end result of the customization. On the Opportunity Screen you see a new section called Last Call. Last Call shows the Date and Time of the Last Call and the Description entered. Users can easily see the previous conversation. Once they type over the information in the Last Call Description box and save, a new Completed Phone Call activity is created with the new call information. The next time they open the Opportunity, they can see what happened last.
We can configure our View to show the Opportunities Last Call Date/Time and Description:
How to create this customization:
Within your CRM:
Select the "Settings" tab on the bottom left of your screen.
Within "Settings" then select "Customization" on the top left on your screen.
Within "Customization" then select :
A list of all Customizable Entities will now be available. Choose the entity you wish to customize (i.e. "Opportunity")
Within the "Opportunity" entity select "Attributes" from the "Details" list on the left.
Then select "New" so you can create a new attribute. You will be making 2 new attributes and need to do this twice.
The first new attribute should be filled in as follows:
Then "Save and Close"
The 2nd new attribute should be filled in as follows:
Then "Save and Close"
Now select "Forms and Views" from the "Details" list and choose "Form."
Within "Form" select "Add a Section" from the list on the right.
Fill in the "Add a Section" as follows:
Click "OK"
Make sure to have your custom made selection, "Last Call" highlighted.
Now select the "Add Fields" from the list on the right.
Once in the "Add Fields" window check the two attributes you previously created:
The 2 newly created attributes should now show up within your newly created Section, "Last Call"
Double click on "Last Call" and within the "Formatting" section make sure that the "Two columns" box is checked. Then select "OK"
Now From the top select "Save and Close"
In the "Forms and Views" window, at the top, choose "Actions" and then "Publish"
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Creating "Opportunity - Last Call" Workflow
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Select the "Settings" tab on the bottom left of your screen.
Within "Settings" then select "Workflows" on the top left on your screen.
Within the "Workflows" screen select "New" on the tool bar.
Fill in the "Create Workflow" window as follows:
Select "OK"
Your newly created "Workflow: Opportunity - Last Call" will come up. Fill in the top section as follows:
Now choose "Select" next to the checked box: "Record attributes change" and check the "Last Call Description" Box
Click "Ok"
On the bottom section of the Workflow select "Add Step" and "Check Condition"
Within the type box write: "Check to see if Last Call Description is not blank"
Click on "If<condition> (click to configure), then:"
Now select the following:
Select "Save and Close"
Now highlight "Select this row and click Add Step" then "Add Step" then "Create Record"
Fill in as follows:
Click on "Set Properties" and fill in the "Subject" line with: "Last Call"
Click cursor within the Description box. Then on the right side of the screen set the "Look for" drop down tabs to
"Opportunity" and "Last Call Description"
Select "Add" and then "OK"
Click cursor within the "Regarding" box. Then on the right side of the screen set the "Look for" drop down tabs to
"Opportunity" and "Opportunity"
Select "Add" and then "OK"
Click cursor within the "Owner" box. Then on the right side of the screen set the "Look for" drop down tabs to
"Opportunity" and "Modified By"
Select "Add" and then "OK"
The screen should appear as follows:
Now select "Save and Close"
Now highlight "Select this row and click Add Step" then "Add Step" then "Update Record"
Fill in as follows:
Click on "Set Properties"
Click cursor within the "Last Call Date" box. Then on the right side of the screen set the "Look for" drop down tabs to
"Opportunity" and "Modified On"
Now "Save and Close"
Within the "workflow: Opportunity - Last Call" window click on the save icon and then select "Publish"
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Creating "Close Last Call" Workflow
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Within the "Workflows" screen select "New" on the tool bar.
Fill in the "Create Workflow" window as follows:
Select "OK"
Your newly created "Workflow: Close Last Call" will come up.
On the bottom section select "Add Step" then "Check Condition"
Click on "If<condition> (click to configure), then:"
Now select the following:
Select "Save and Close"
Now highlight "Select this row and click Add Step" then "Add Step" then "Change Status"
Fill in as follows:
Select the save icon and then select "Publish"
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Select the "Settings" tab on the bottom left of your screen.
Within "Settings" then select "Customization" on the top left on your screen.
Within "Customization" then select :
A list of all Customizable Entities will now be available. Choose the entity you wish to customize (i.e. "Opportunity")
Within the "Opportunity" entity select "Forms and Views" from the "Details" list on the left.
Select "Form"
Double click on the "Last Call Date" box and within the "Field Properties" window that appears, select the "Field is read-only" check box.
Select "OK"
Then on previous window select "Save and Close"
Now on the "Forms and Views" window select save and then "Actions" and Publish"
Your new workflow is finished and ready to use!
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Using:
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I hope you have enjoyed our first post…
As promised, here is the view from our EBAX Excel Add-on product. User can just work in Excel to update Opportunity information including generating the Completed Phone Activity.
