This is a discussion on Increase Description field maximum in Case Form? within the Microsoft CRM forums, part of the ERP category; Howdy. Is there a way to increase the maximum character allotment in the Description field (above 2000) in the Case ...
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Increase Description field maximum in Case Form?
Howdy. Is there a way to increase the maximum character allotment in the
Description field (above 2000) in the Case *Resolved* Form? I know how to increase the allotment for the Description field in the regular Case view: (Settings > System Customization > Cases > Customize Form > Description > Change Properties > Formatting > Maximum Length) but not in the Resolved Form. Thanks! |
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Re: Increase Description field maximum in Case Form?
Afarid you can't do that here. This translates to an Activity and you can
not modify activities in a supported manner. Also, there is a diff between the fields. The one you can modify is a memo field, where this one is a string field and has a lenght pre-defineed in the metabase that can't be changed. -- Matt Parks MVP - Microsoft CRM "nasu" <nasu@discussions.microsoft.com> wrote in message news:B2E2EDE9-7372-4649-B6D9-76717E2E6CEC@microsoft.com... Howdy. Is there a way to increase the maximum character allotment in the Description field (above 2000) in the Case *Resolved* Form? I know how to increase the allotment for the Description field in the regular Case view: (Settings > System Customization > Cases > Customize Form > Description > Change Properties > Formatting > Maximum Length) but not in the Resolved Form. Thanks! |
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Re: Increase Description field maximum in Case Form?
Nasu,
I have somewhat gotten around some of the limited text fields in the CRM Case routing by using a series of linked activities where I collect the documentation from each person that works on the case until it is closed and link those activities to the case. It is a real shame that CRM is so limited in its capabilities to use the documentation tools in Microsoft Office as part of this process of documenting and tracking a case. I often get emails from customers with full details of the problem describing exactly what the problem is, the steps to reproduce it, and screen shots of the forms being used and the error messages produced. All of the formatting, screenshots, and half of the message content is lost if I try to past it into any of the descriptive fields provided in CRM. Also there is no provision for attaching a formatted email to a CASE. Also I started creating some Knowledge Base Articles using the CRM Knowledge Base. I found similar limitations on formatting and presentation in the Knowledge base. The most irritating thing is when a Knowledge Base article addresses an issue and you are talking to the customer on the phone there is no button to press to sent the customer on the phone an email of the Knowledge base article so you can review it with him. I think the CRM developers must have come from the age of teletype messages and regular mail. Bill Walter "nasu" <nasu@discussions.microsoft.com> wrote in message news:B2E2EDE9-7372-4649-B6D9-76717E2E6CEC@microsoft.com... > Howdy. Is there a way to increase the maximum character allotment in the > Description field (above 2000) in the Case *Resolved* Form? > > I know how to increase the allotment for the Description field in the > regular Case view: > > (Settings > System Customization > Cases > Customize Form > Description > > Change Properties > Formatting > Maximum Length) > > but not in the Resolved Form. Thanks! |
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Re: Increase Description field maximum in Case Form?
Thanks for the responses!
"Bill Walter" wrote: > Nasu, > > I have somewhat gotten around some of the limited text fields in the CRM > Case routing by using a series of linked activities where I collect the > documentation from each person that works on the case until it is closed and > link those activities to the case. > > It is a real shame that CRM is so limited in its capabilities to use the > documentation tools in Microsoft Office as part of this process of > documenting and tracking a case. I often get emails from customers with full > details of the problem describing exactly what the problem is, the steps to > reproduce it, and screen shots of the forms being used and the error > messages produced. All of the formatting, screenshots, and half of the > message content is lost if I try to past it into any of the descriptive > fields provided in CRM. Also there is no provision for attaching a formatted > email to a CASE. > > Also I started creating some Knowledge Base Articles using the CRM Knowledge > Base. I found similar limitations on formatting and presentation in the > Knowledge base. The most irritating thing is when a Knowledge Base article > addresses an issue and you are talking to the customer on the phone there is > no button to press to sent the customer on the phone an email of the > Knowledge base article so you can review it with him. I think the CRM > developers must have come from the age of teletype messages and regular > mail. > > Bill Walter > > "nasu" <nasu@discussions.microsoft.com> wrote in message > news:B2E2EDE9-7372-4649-B6D9-76717E2E6CEC@microsoft.com... > > Howdy. Is there a way to increase the maximum character allotment in the > > Description field (above 2000) in the Case *Resolved* Form? > > > > I know how to increase the allotment for the Description field in the > > regular Case view: > > > > (Settings > System Customization > Cases > Customize Form > Description > > > Change Properties > Formatting > Maximum Length) > > > > but not in the Resolved Form. Thanks! > > > |
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