Super Grid on Activities and Notes

So far, we have witnessed how Super Grid has been phenomenal in helping CRM Users to carry out their day to day job activities with the ease of editing and adding records in no time. The excel like editing capability of Super Grid was extended to Forms and Dashboards too much to the satisfaction of hundreds of MTC customers and partners. The roaring success has encouraged MTC to extend the Super Grid functionality on Activities and Notes which are more often than not used by CRM Users. That means a user can now edit/add activities such as Phone Call, Task, Email, Appointment and Notes on the fly thereby saving tons of his/her time and energy. For an organization, this means optimal resource utilization, increased productivity and profitability.

It seems to be complicated to envision how all of this happen but arranging all activities in tabs with content display in associated pane made it easy. Of course, a bit of configuration is required on selected entity record before anyone could make use of this new functionality.

Quick Steps to Configure Super Grid on Activities and Notes

Install Super Grid Solution onto your CRM instance.

Open any entity record (e.g., Contact, Brian LaMee). Open FORM.

Select a desired area on the form and add Tab as shown in the below image.

Now add Section by selecting One Column as shown in the below image.

Likewise, add 4 more sections following the above step.

Note: The first section is for Activity/Notes Buttons, second for Emails, third for Appointments, fourth for tasks, fifth for Phone Calls and sixth for Notes.

Double click the tab and change the tab properties as shown in the below image.

Double click the emails section and change the properties as shown in the below image.

Double click the appointments section and change the properties as shown in the below image.

Double click the tasks section and change the properties as shown in the below image.

Double click the phone calls section and change the properties as shown in the below image.

Double click the notes section and change the properties as shown in the below image.

Note: All tab and section properties must contain values as indicated by respective images above. Any deviation will affect the product functionality.

Now, we need to add web resource for each of the sections.

Web Resource to be added for Activity/Notes button is shown in the below image.

Web Resource to be added for Emails, Appointments, Tasks, Phone Calls and Notes are shown in the below image.

Save and Publish the customizations.

Go back to the contact form. A new custom grid can be seen on the form with all activities and notes.

Select each of the tabs and configure the custom grid on the web resource by clicking settings button.

From the Form Settings page, we can select the entity and view from the drop down to see the data for respective activities.

Still need our assistance? We are happy to help you. Write us at salesteam@mtccrm.com

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