Monday, June 22, 2009

Adding Information to Print Preview

Unfortunately there isn't a way to customize the print preview form in CRM. Users often find that the convenient little print button at the top of every window rarely contains the information needed. For example, you want to print out an e-mail that "proves" it was sent on the day it was sent. You click the print button and find out regretfully that there is no date information!

The information is there but you just have to know a little bit about the print preview form to display it. Print preview simply displays every piece of information that is located on the form itself. For example, in an e-mail history record, the ever important Date field is actually the actual end field. Simply modifying the e-mail form, placing actual end on the form, changing the field title to Date and publishing the form will net you a date on your print preview. Pretty easy.

1 comment:

  1. Here's a convenient way to do it: http://adrian-alexan.blogspot.com/2009/12/customizing-entities-print-preview-form.html

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