Neil McDonald's Dynamics CRM Blog

View originating lead notes on a contact

leave a comment »

Our sales guys wanted a way to view originating lead notes against the Contacts created from Leads. I added a new tab to the contact containing an Iframe and used the below javascript to display the notes from the originating lead.


var lookupItem = new Array;
//set the lookup to the originating lead
lookupItem = crmForm.originatingleadid.DataValue;

if (lookupItem != null)
{
//display the originating lead notes in the iframe 'IFRAME_LeadNotes'
crmForm.all.IFRAME_LeadNotes.src="/_controls/notes/notesdata.aspx?id="+  lookupItem[0].id +  "&ParentEntity=3&EnableInlineEdit=false&EnableInsert=false";
}
else
{
//if there is no originating lead, hide the tab
crmForm.all.IFRAME_LeadNotes.src="about:blank";
tab7Tab.style.display = "none";
}

Written by neilmcd

July 9, 2010 at 10:38 am

Posted in CRM 4

Tagged with , , ,

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

%d bloggers like this: