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Regarding field on Notes in new UUI

  • 1.  Regarding field on Notes in new UUI

    TOP CONTRIBUTOR
    Posted 24 days ago
    I'm feeling a little like I'm in the twilight zone - or - I missing something super obvious and will feel like an idiot.  Where it the Regarding field on the Notes form in the new UUI?

    In the classic interface, we see the Regarding field where we can link up to the record where the note was added but I don't see that on the UUI note.  Even when I went into the form customization, the field isn't on the form - I was hoping maybe it was just hidden.  It's not available to add to the form and if you look at the field dependencies, it doesn't show it being used on a form.
    classic note
    UUI Note


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    Jill Vazquez
    Technical Specialist - CRM
    Bioventus, LLC
    Durham NC
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    Conference-CRMUG_200x200


  • 2.  RE: Regarding field on Notes in new UUI

    TOP CONTRIBUTOR
    Posted 24 days ago
    The Note (aka annotation) entity has been pretty tightly locked down to prevent modification, and it appears that you are seeing yet another stage in the evolution of how that entity is evolving into a truly hidden system feature. My guess is that MS feels that users should not be tempted to change that field, so why show it at all?

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    If this answered your question, please click on the arrow button next to Reply Inline and choose 'Make Best Answer.'
    Thanks.
    Nelson Johnson, Solution Architect
    BroadPoint, Inc., Bethesda MD
    Link with me! https://www.linkedin.com/in/nelsonjohnson/
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    Conference-CRMUG_200x200


  • 3.  RE: Regarding field on Notes in new UUI

    TOP CONTRIBUTOR
    Posted 23 days ago
    Thanks for your feedback.  We discovered this because a user was using the relevance search and searching within notes for key terms.  When she found a note she needed and opened it, she has no way to navigate from that note to the regarding Account or Contact.....plus it doesn't look a nice as it did in the classic UI.

    I could add Notes to the site map and teach her to use the filter to search within note text and include the column for regarding.....but wait....I just tested that and we can no longer see the regarding column in views in classic or new UIs!!

    Does anyone else think this is problematic?

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    Jill Vazquez
    Technical Specialist - CRM
    Bioventus, LLC
    Durham NC
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    Conference-CRMUG_200x200


  • 4.  RE: Regarding field on Notes in new UUI

    TOP CONTRIBUTOR
    Posted 23 days ago
    Jill,
       You make a great point. That is some fantastic feedback. You are 100% correct that it is problematic.Please keep sharing!

    ------------------------------
    If this answered your question, please click on the arrow button next to Reply Inline and choose 'Make Best Answer.'
    Thanks.
    Nelson Johnson, Solution Architect
    BroadPoint, Inc., Bethesda MD
    Link with me! https://www.linkedin.com/in/nelsonjohnson/
    ------------------------------

    Conference-CRMUG_200x200


  • 5.  RE: Regarding field on Notes in new UUI

    TOP CONTRIBUTOR
    Posted 23 days ago
    I searched the Microsoft Ideas site and only found the below linked idea with just 6 votes (now 7) so hopefully it will get more votes and get considered.

    https://experience.dynamics.com/ideas/idea/?ideaid=adffb6a1-1aa1-e911-80e7-0003ff68d318

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    Jill Vazquez
    Technical Specialist - CRM
    Bioventus, LLC
    Durham NC
    ------------------------------

    Conference-CRMUG_200x200


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