Quite often there stems a need to have the CRM views sorted by more than one column being displayed. Say you would first like to sort accounts by Type followed by City and then by the account name. Using the CRM view designer, we can only provide the sorting for one column. You can however… Read More »
The Account entity in CRM comes along with pre-defined views for My Active Accounts. However, when you create a custom entity you will notice that by default only two views are created “Active” and “Inactive”. If you would like to add “My Active” and “My Inactive” views for custom entities, you would need to create… Read More »
One of the best features of CRM is the ability to create your own views and be able to sort on any column of the view as and when you wish without having to redesign the view. While this works great with all types of entities and attributes, we once came across with a bug… Read More »