Sunday, October 26, 2014

MSCRM 2013: Quick Tip- Opening a Record From a View

We have all experienced looking at a list of records displayed in a view and clicked on a field that took us somewhere we didn't want to go, or did nothing at all!  Let's look at some examples.

Example 1: Below is a screenshot of the records displayed in the View "Open Opportunities".

Since I'm used to Topic being the first column, I inevitably click on Potential Customer by accident and end up looking at the Account record.

Example 2:  In some cases, the link to the record may not even be on the view.  The "Opportunity Products" (aka Line Items) subgrid on the Opportunity Form is a perfect example:

Quick Tip: Double-clicking in the blank spaces (highlighted below) will open the record!

Example 1:
Example 2:



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