Neil McDonald's Dynamics 365 Blog

Posts Tagged ‘notes

View originating lead notes on a contact

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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";
//if there is no originating lead, hide the tab
crmForm.all.IFRAME_LeadNotes.src="about:blank"; = "none";

Written by neilmcd

Jul 9, 2010 at 10:38 am

Posted in CRM 4

Tagged with , , ,